AF
SHOP icon

Advisornet Financial’s Shopify SHOP Stock Holding History

Advisornet Financial’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 		$4.87M Buy
42,646
+1,669
+4% +$190K 0.22% 92
2026
Q1 		$4.86M Buy
40,977
+3,295
+9% +$433K 0.25% 83
2025
Q4 		$6.07M Buy
37,682
+16
+0% +$2.57K 0.32% 69
2025
Q3 		$5.6M Buy
37,666
+30,316
+412% +$4.11M 0.32% 62
2025
Q2 		$848K Buy
7,350
+1,528
+26% +$153K 0.05% 267
2025
Q1 		$556K Buy
5,822
+1,612
+38% +$176K 0.04% 331
2024
Q4 		$448K Sell
4,210
-100
-2% -$9.73K 0.04% 334
2024
Q3 		$345K Sell
4,310
-135
-3% -$9.32K 0.03% 403
2024
Q2 		$294K Buy
4,445
+355
+9% +$23.5K 0.03% 404
2024
Q1 		$316K Buy
4,090
+20
+0.5% +$1.58K 0.03% 381
2023
Q4 		$317K Hold
4,070
– – 0.03% 395
2023
Q3 		$222K Sell
4,070
-120
-3% -$7.27K 0.02% 436
2023
Q2 		$271K Buy
4,190
+120
+3% +$6.78K 0.02% 422
2023
Q1 		$195K Sell
4,070
-160
-4% -$7.04K 0.02% 471
2022
Q4 		$147K Sell
4,230
-6,000
-59% -$205K 0.01% 541
2022
Q3 		$276K Buy
10,230
+3,570
+54% +$121K 0.03% 436
2022
Q2 		$208K Buy
6,660
+1,070
+19% +$45.7K 0.02% 495
2022
Q1 		$378K Buy
5,590
+1,860
+50% +$153K 0.02% 421
2021
Q4 		$514K Buy
3,730
+40
+1% +$5.84K 0.03% 400
2021
Q3 		$500K Sell
3,690
-26,620
-88% -$3.99M 0.03% 366
2021
Q2 		$4.43M Sell
30,310
-190
-0.6% -$23.4K 0.29% 81
2021
Q1 		$3.38M Buy
30,500
+150
+0.5% +$18.1K 0.24% 96
2020
Q4 		$3.44M Buy
30,350
+470
+2% +$49.3K 0.28% 76
2020
Q3 		$3.06M Sell
29,880
-3,110
-9% -$309K 0.26% 86
2020
Q2 		$3.13M Sell
32,990
-25,770
-44% -$1.79M 0.25% 92
2020
Q1 		$2.45M Sell
58,760
-1,230
-2% -$55.4K 0.23% 98
2019
Q4 		$2.38M Buy
59,990
+4,190
+8% +$142K 0.2% 109
2019
Q3 		$1.74M Buy
55,800
+49,890
+844% +$1.71M 0.16% 133
2019
Q2 		$177K Buy
5,910
+60
+1% +$1.56K 0.02% 474
2019
Q1 		$121K Buy
5,850
+500
+9% +$8.83K 0.01% 506
2018
Q4 		$74K Buy
+5,350
New +$75.3K 0.01% 593

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Advisornet Financial's SHOP Position: Q2 2026 in Review

Advisornet Financial increased its Shopify (SHOP) stake by 4.1% in Q2 2026, buying an estimated $190K and bringing the position to 42,646 shares worth $4.87M. The position accounts for 0.22% of the portfolio, ranked #92.

Advisornet Financial first reported a position in SHOP in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.07M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Advisornet Financial held 42,646 shares of Shopify worth $4.87M as of Q2 2026.
  • Advisornet Financial bought 1,669 Shopify shares in Q2 2026, an estimated $190K.
  • Shopify made up 0.22% of Advisornet Financial's portfolio in Q2 2026, its #92 holding.
  • Advisornet Financial first reported a position in Shopify in Q4 2018 and has held it in 31 quarters since.
  • Advisornet Financial's Shopify position peaked at $6.07M in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.