Wealth Management Partners
SHOP icon

Wealth Management Partners’s Shopify SHOP Stock Holding History

Wealth Management Partners’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 		$1.32M Sell
8,900
-685
-7% -$93K 0.31% 66
2026
Q2 		$1.09M Sell
9,585
-600
-6% -$68.5K 0.26% 76
2026
Q1 		$1.21M Buy
10,185
+133
+1% +$17.5K 0.35% 64
2025
Q4 		$1.62M Sell
10,052
-63
-0.6% -$10.1K 0.46% 47
2025
Q3 		$1.5M Sell
10,115
-182
-2% -$24.7K 0.48% 46
2025
Q2 		$1.2M Buy
10,297
+18
+0.2% +$1.8K 0.42% 52
2025
Q1 		$994K Sell
10,279
-305
-3% -$33.2K 0.46% 53
2024
Q4 		$1.13M Sell
10,584
-70
-0.7% -$6.81K 0.49% 47
2024
Q3 		$854K Buy
+10,654
New +$736K 0.4% 54
2024
Q2 		– Sell
-14,602
Closed -$1.13M – 120
2024
Q1 		$1.13M Buy
14,602
+680
+5% +$53.7K 0.57% 40
2023
Q4 		$1.08M Buy
13,922
+126
+0.9% +$8.05K 0.6% 38
2023
Q3 		$753K Buy
13,796
+780
+6% +$47.3K 0.47% 45
2023
Q2 		$841K Buy
13,016
+939
+8% +$53.1K 0.53% 43
2023
Q1 		$579K Buy
+12,077
New +$531K 0.4% 54
2022
Q2 		– Sell
-10,000
Closed -$495K – 119
2022
Q1 		$495K Buy
+10,000
New +$821K 0.35% 58
2021
Q1 		– Sell
-4,710
Closed -$546K – 131
2020
Q4 		$546K Buy
+4,710
New +$494K 0.43% 56

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Management Partners's SHOP Position: Q3 2026 in Review

Wealth Management Partners reduced its Shopify (SHOP) stake by 7.1% in Q3 2026, selling an estimated $93K and leaving 8,900 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #66.

Wealth Management Partners first reported a position in SHOP in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.62M in Q4 2025. 491 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Wealth Management Partners held 8,900 shares of Shopify worth $1.32M as of Q3 2026.
  • Wealth Management Partners sold 685 Shopify shares in Q3 2026, an estimated $93K.
  • Shopify made up 0.31% of Wealth Management Partners's portfolio in Q3 2026, its #66 holding.
  • Wealth Management Partners first reported a position in Shopify in Q4 2020 and has held it in 16 quarters since.
  • Wealth Management Partners's Shopify position peaked at $1.62M in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.