AA Financial Advisors’s Shopify SHOP Stock Holding History

AA Financial Advisors’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	$711K	Sell	4,797 -284	-6%	-$38.5K	0.08%	137
2026 Q2	$580K	Buy	5,081 +46	+0.9%	+$5.25K	0.07%	136
2026 Q1	$597K	Buy	5,035 +190	+4%	+$25K	0.08%	133
2025 Q4	$780K	Sell	4,845 -39	-0.8%	-$6.26K	0.14%	104
2025 Q3	$726K	Hold	4,884	–	–	0.14%	94
2025 Q2	$563K	Sell	4,884 -1,386	-22%	-$139K	0.12%	104
2025 Q1	$599K	Buy	6,270 +131	+2%	+$14.3K	0.15%	89
2024 Q4	$653K	Buy	6,139 +86	+1%	+$8.36K	0.17%	85
2024 Q3	$485K	Sell	6,053 -135	-2%	-$9.32K	0.14%	104
2024 Q2	$409K	Buy	6,188 +42	+0.7%	+$2.79K	0.14%	109
2024 Q1	$474K	Buy	+6,146	New	+$486K	0.19%	95

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

AA Financial Advisors's SHOP Position: Q3 2026 in Review

AA Financial Advisors reduced its Shopify (SHOP) stake by 5.6% in Q3 2026, selling an estimated $38.5K and leaving 4,797 shares worth $711K. The position accounts for 0.08% of the portfolio, ranked #137.

AA Financial Advisors first reported a position in SHOP in Q1 2024 and has held it in 11 quarters since. The position peaked at $780K in Q4 2025. 1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

AA Financial Advisors held 4,797 shares of Shopify worth $711K as of Q3 2026.
AA Financial Advisors sold 284 Shopify shares in Q3 2026, an estimated $38.5K.
Shopify made up 0.08% of AA Financial Advisors's portfolio in Q3 2026, its #137 holding.
AA Financial Advisors first reported a position in Shopify in Q1 2024 and has held it in 11 quarters since.
AA Financial Advisors's Shopify position peaked at $780K in Q4 2025.
1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.