ZWJ Investment Counsel
SHOP icon

ZWJ Investment Counsel’s Shopify SHOP Stock Holding History

ZWJ Investment Counsel’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 		$245K Sell
1,650
-202
-11% -$27.4K 0.01% 246
2026
Q2 		$211K Buy
1,852
+66
+4% +$7.53K 0.01% 279
2026
Q1 		$212K Sell
1,786
-62
-3% -$8.15K 0.01% 232
2025
Q4 		$297K Sell
1,848
-313
-14% -$50.3K 0.01% 170
2025
Q3 		$321K Buy
+2,161
New +$293K 0.01% 169
2022
Q1 		– Sell
-1,700
Closed -$234K – 185
2021
Q4 		$234K Hold
1,700
– – 0.01% 163
2021
Q3 		$230K Hold
1,700
– – 0.01% 157
2021
Q2 		$248K Buy
+1,700
New +$209K 0.01% 156

Other funds holding SHOP

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 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

ZWJ Investment Counsel's SHOP Position: Q3 2026 in Review

ZWJ Investment Counsel reduced its Shopify (SHOP) stake by 11% in Q3 2026, selling an estimated $27.4K and leaving 1,650 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #246.

ZWJ Investment Counsel first reported a position in SHOP in Q2 2021 and has held it in 8 quarters since. The position peaked at $321K in Q3 2025. 249 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • ZWJ Investment Counsel held 1,650 shares of Shopify worth $245K as of Q3 2026.
  • ZWJ Investment Counsel sold 202 Shopify shares in Q3 2026, an estimated $27.4K.
  • Shopify made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #246 holding.
  • ZWJ Investment Counsel first reported a position in Shopify in Q2 2021 and has held it in 8 quarters since.
  • ZWJ Investment Counsel's Shopify position peaked at $321K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.