Position in SHOP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$458,204
+$64,505 QoQ
Shares Held
4,013
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,037
of 1,697 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $3,399,788 across 8 Software - Application names. SHOP ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
5,882 | $921,474 | |
| 2 | SHOP |
Shopify Inc.
This page
|
4,013 | $458,204 | |
| 3 | PAYX |
Paychex Inc
|
4,067 | $399,908 | |
| 4 | ADBE |
Adobe Inc.
|
1,908 | $391,178 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,638 | $366,830 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
827 | $310,389 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,030 | $300,818 | |
| 8 | DDOG |
Datadog, Inc.
|
964 | $250,987 |
All Filings in SHOP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,204 | 4,013 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $393,699 | 3,319 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $576,272 | 3,580 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $469,474 | 4,070 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $384,879 | 4,031 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $431,168 | 4,055 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $329,375 | 4,110 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $231,703 | 3,508 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||