AAG
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Accordant Advisory Group’s Shopify SHOP Stock Holding History

Accordant Advisory Group’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
Q1 		– Sell
-10
Closed -$1.61K – 256
2025
Q4 		$1.61K Hold
10
– – ﹤0.01% 148
2025
Q3 		$1.49K Hold
10
– – ﹤0.01% 151
2025
Q2 		$1.15K Buy
+10
New +$1K ﹤0.01% 158

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Accordant Advisory Group's SHOP Position: Q1 2026 in Review

Accordant Advisory Group sold out of Shopify (SHOP) in Q1 2026, closing a stake of 10 shares — an estimated $1.61K sold.

Accordant Advisory Group first reported a position in SHOP in Q2 2025 and held it in 3 quarters. The position peaked at $1.61K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Accordant Advisory Group reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Accordant Advisory Group sold 10 Shopify shares in Q1 2026, an estimated $1.61K.
  • Accordant Advisory Group first reported a position in Shopify in Q2 2025 and held it in 3 quarters.
  • Accordant Advisory Group's Shopify position peaked at $1.61K in Q4 2025.
  • 1,735 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.