VisionPoint Advisory Group’s Shopify SHOP Stock Holding History

VisionPoint Advisory Group’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	$429K	Sell	2,893 -239	-8%	-$32.4K	0.07%	271
2026 Q2	$358K	Buy	3,132 +21	+0.7%	+$2.4K	0.06%	319
2026 Q1	$369K	Buy	3,111 +230	+8%	+$30.2K	0.07%	279
2025 Q4	$464K	Sell	2,881 -31	-1%	-$4.98K	0.09%	221
2025 Q3	$433K	Buy	2,912 +167	+6%	+$22.6K	0.09%	226
2025 Q2	$317K	Buy	+2,745	New	+$275K	0.07%	260
2025 Q1	–	Sell	-1,150	Closed	-$124K	–	291
2024 Q4	$124K	Buy	+1,150	New	+$112K	0.04%	220
2024 Q3	–	Sell	-742	Closed	-$49K	–	677
2024 Q2	$49K	Buy	+742	New	+$49.2K	0.02%	270

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

VisionPoint Advisory Group's SHOP Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Shopify (SHOP) stake by 7.6% in Q3 2026, selling an estimated $32.4K and leaving 2,893 shares worth $429K. The position accounts for 0.07% of the portfolio, ranked #271.

VisionPoint Advisory Group first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $464K in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

VisionPoint Advisory Group held 2,893 shares of Shopify worth $429K as of Q3 2026.
VisionPoint Advisory Group sold 239 Shopify shares in Q3 2026, an estimated $32.4K.
Shopify made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #271 holding.
VisionPoint Advisory Group first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
VisionPoint Advisory Group's Shopify position peaked at $464K in Q4 2025.
85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.