Acorn Financial Advisory Services’s Shopify SHOP Stock Holding History

Acorn Financial Advisory Services’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	$1.35M	Sell	11,823 -8,693	-42%	-$992K	0.18%	62
2026 Q1	$2.43M	Sell	20,516 -4,209	-17%	-$553K	0.33%	35
2025 Q4	$3.98M	Sell	24,725 -143	-0.6%	-$23K	0.59%	23
2025 Q3	$3.7M	Sell	24,868 -423	-2%	-$57.3K	0.57%	24
2025 Q2	$2.92M	Sell	25,291 -523	-2%	-$52.3K	0.48%	27
2025 Q1	$2.46M	Sell	25,814 -566	-2%	-$61.7K	0.45%	28
2024 Q4	$2.8M	Sell	26,380 -769	-3%	-$74.8K	0.46%	30
2024 Q3	$2.18M	Sell	27,149 -2,277	-8%	-$157K	0.39%	30
2024 Q2	$1.94M	Sell	29,426 -1,768	-6%	-$117K	0.36%	30
2024 Q1	$2.41M	Sell	31,194 -3,141	-9%	-$248K	0.45%	27
2023 Q4	$2.67M	Sell	34,335 -29,882	-47%	-$1.91M	0.47%	23
2023 Q3	$3.5M	Buy	64,217 +6,866	+12%	+$416K	0.63%	22
2023 Q2	$3.7M	Buy	57,351 +5,951	+12%	+$336K	0.66%	18
2023 Q1	$2.46M	Buy	51,400 +17,448	+51%	+$768K	0.48%	23
2022 Q4	$1.18M	Sell	33,952 -725	-2%	-$24.8K	0.25%	57
2022 Q3	$935K	Buy	34,677 +23,278	+204%	+$792K	0.22%	67
2022 Q2	$357K	Buy	11,399 +3,989	+54%	+$170K	0.09%	150
2022 Q1	$501K	Sell	7,410 -150	-2%	-$12.3K	0.1%	135
2021 Q4	$1.04M	Buy	7,560 +90	+1%	+$13.2K	0.21%	78
2021 Q3	$1.01M	Buy	7,470 +490	+7%	+$73.4K	0.31%	78
2021 Q2	$1.02M	Buy	6,980 +110	+2%	+$13.6K	0.3%	90
2021 Q1	$761K	Buy	6,870 +480	+8%	+$58K	0.28%	90
2020 Q4	$724K	Buy	6,390 +460	+8%	+$48.3K	0.28%	95
2020 Q3	$606K	Sell	5,930 -2,650	-31%	-$263K	0.32%	91
2020 Q2	$814K	Sell	8,580 -20	-0.2%	-$1.39K	0.57%	55
2020 Q1	$359K	Buy	8,600 +490	+6%	+$22.1K	0.36%	104
2019 Q4	$322K	Buy	+8,110	New	+$274K	0.27%	125

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Acorn Financial Advisory Services's SHOP Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Shopify (SHOP) stake by 42% in Q2 2026, selling an estimated $992K and leaving 11,823 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #62.

Acorn Financial Advisory Services first reported a position in SHOP in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.98M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Acorn Financial Advisory Services held 11,823 shares of Shopify worth $1.35M as of Q2 2026.
Acorn Financial Advisory Services sold 8,693 Shopify shares in Q2 2026, an estimated $992K.
Shopify made up 0.18% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #62 holding.
Acorn Financial Advisory Services first reported a position in Shopify in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Shopify position peaked at $3.98M in Q4 2025.
1,001 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.