Position in SHOP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$654,137
-$25,436 QoQ
Shares Held
5,729
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#918
of 1,697 holders
Holding Since
Dec 2025
3 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, 2026MOR Wealth Management, LLC holds $1,099,678 across 2 Software - Application names. SHOP ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
5,729 | $654,137 | |
| 2 | CRM |
Salesforce, Inc.
|
2,844 | $445,541 |
All Filings in SHOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,137 | 5,729 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $679,573 | 5,729 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $902,236 | 5,605 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||