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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
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

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AA Financial Advisors's SHOP Position: Q2 2026 in Review

AA Financial Advisors increased its Shopify (SHOP) stake by 0.91% in Q2 2026, buying an estimated $5.25K and bringing the position to 5,081 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #136.

AA Financial Advisors first reported a position in SHOP in Q1 2024 and has held it in 10 quarters since. The position peaked at $780K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • AA Financial Advisors held 5,081 shares of Shopify worth $580K as of Q2 2026.
  • AA Financial Advisors bought 46 Shopify shares in Q2 2026, an estimated $5.25K.
  • Shopify made up 0.07% of AA Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • AA Financial Advisors first reported a position in Shopify in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Shopify position peaked at $780K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.