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Wedmont Private Capital’s Shopify SHOP Stock Holding History

Wedmont Private Capital’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 		$617K Buy
3,752
+18
+0.5% +$2.44K 0.01% 534
2026
Q2 		$458K Sell
3,734
-1,165
-24% -$133K 0.01% 580
2026
Q1 		$588K Buy
4,899
+1,845
+60% +$242K 0.02% 444
2025
Q4 		$509K Buy
3,054
+475
+18% +$76.3K 0.02% 463
2025
Q3 		$416K Buy
2,579
+483
+23% +$65.5K 0.02% 518
2025
Q2 		$240K Sell
2,096
-677
-24% -$67.7K 0.01% 660
2025
Q1 		$232K Sell
2,773
-532
-16% -$58K 0.01% 597
2024
Q4 		$343K Sell
3,305
-22
-0.7% -$2.14K 0.02% 501
2024
Q3 		$269K Buy
+3,327
New +$230K 0.02% 544
2024
Q2 		– Sell
-2,833
Closed -$212K – 667
2024
Q1 		$212K Sell
2,833
-1,283
-31% -$101K 0.02% 558
2023
Q4 		$320K Buy
+4,116
New +$263K 0.03% 409

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

Wedmont Private Capital's SHOP Position: Q3 2026 in Review

Wedmont Private Capital increased its Shopify (SHOP) stake by 0.48% in Q3 2026, buying an estimated $2.44K and bringing the position to 3,752 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #534.

Wedmont Private Capital first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Wedmont Private Capital held 3,752 shares of Shopify worth $617K as of Q3 2026.
  • Wedmont Private Capital bought 18 Shopify shares in Q3 2026, an estimated $2.44K.
  • Shopify made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #534 holding.
  • Wedmont Private Capital first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.