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Toth Financial Advisory’s Shopify SHOP Stock Holding History

Toth Financial Advisory’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$694K Buy
4,679
+2,036
+77% +$276K 0.07% 159
2026
Q2 		$302K Buy
2,643
+9
+0.3% +$1.03K 0.03% 207
2026
Q1 		$312K Sell
2,634
-2,191
-45% -$288K 0.03% 186
2025
Q4 		$777K Sell
4,825
-240
-5% -$38.5K 0.08% 147
2025
Q3 		$753K Buy
5,065
+504
+11% +$68.3K 0.08% 147
2025
Q2 		$526K Sell
4,561
-4,214
-48% -$421K 0.06% 156
2025
Q1 		$838K Buy
8,775
+2,623
+43% +$286K 0.1% 134
2024
Q4 		$654K Buy
6,152
+17
+0.3% +$1.65K 0.08% 145
2024
Q3 		$492K Buy
6,135
+4,845
+376% +$335K 0.06% 160
2024
Q2 		$85.2K Buy
1,290
+60
+5% +$3.98K 0.01% 250
2024
Q1 		$94.9K Sell
1,230
-20
-2% -$1.58K 0.01% 244
2023
Q4 		$97.4K Sell
1,250
-128
-9% -$8.17K 0.01% 240
2023
Q3 		$75.2K Sell
1,378
-4,123
-75% -$250K 0.01% 237
2023
Q2 		$355K Buy
5,501
+4,221
+330% +$239K 0.05% 161
2023
Q1 		$61.4K Buy
1,280
+100
+8% +$4.4K 0.01% 256
2022
Q4 		$41K Sell
1,180
-195
-14% -$6.66K 0.01% 297
2022
Q3 		$37K Buy
1,375
+45
+3% +$1.53K 0.01% 306
2022
Q2 		$42K Hold
1,330
– – 0.01% 289
2022
Q1 		$90K Hold
1,330
– – 0.01% 235
2021
Q4 		$183K Hold
1,330
– – 0.02% 204
2021
Q3 		$180K Sell
1,330
-50
-4% -$7.49K 0.03% 201
2021
Q2 		$202K Hold
1,380
– – 0.03% 176
2021
Q1 		$153K Buy
1,380
+80
+6% +$9.67K 0.02% 207
2020
Q4 		$147K Buy
1,300
+20
+2% +$2.1K 0.03% 196
2020
Q3 		$131K Buy
1,280
+30
+2% +$2.98K 0.03% 198
2020
Q2 		$119K Buy
1,250
+1,000
+400% +$69.4K 0.03% 185
2020
Q1 		$10K Buy
+250
New +$11.3K ﹤0.01% 282
2019
Q4 		– Sell
-1,000
Closed -$31K – 520
2019
Q3 		$31K Hold
1,000
– – 0.01% 247
2019
Q2 		$30K Hold
1,000
– – 0.01% 246
2019
Q1 		$21K Hold
1,000
– – ﹤0.01% 262
2018
Q4 		$14K Hold
1,000
– – ﹤0.01% 265
2018
Q3 		$16K Buy
+1,000
New +$15.2K ﹤0.01% 284

Other funds holding SHOP

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Toth Financial Advisory's SHOP Position: Q3 2026 in Review

Toth Financial Advisory increased its Shopify (SHOP) stake by 77% in Q3 2026, buying an estimated $276K and bringing the position to 4,679 shares worth $694K. The position accounts for 0.07% of the portfolio, ranked #159.

Toth Financial Advisory first reported a position in SHOP in Q3 2018 and has held it in 32 quarters since. The position peaked at $838K in Q1 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Toth Financial Advisory held 4,679 shares of Shopify worth $694K as of Q3 2026.
  • Toth Financial Advisory bought 2,036 Shopify shares in Q3 2026, an estimated $276K.
  • Shopify made up 0.07% of Toth Financial Advisory's portfolio in Q3 2026, its #159 holding.
  • Toth Financial Advisory first reported a position in Shopify in Q3 2018 and has held it in 32 quarters since.
  • Toth Financial Advisory's Shopify position peaked at $838K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.