AIM
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Advyzon Investment Management’s Shopify SHOP Stock Holding History

Advyzon Investment Management’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 		$540K Sell
4,550
-47
-1% -$6.18K 0.05% 374
2025
Q4 		$740K Buy
4,597
+661
+17% +$106K 0.09% 239
2025
Q3 		$585K Buy
3,936
+1,837
+88% +$249K 0.1% 193
2025
Q2 		$242K Buy
2,099
+159
+8% +$15.9K 0.05% 323
2025
Q1 		$185K Buy
+1,940
New +$211K 0.07% 265

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Advyzon Investment Management's SHOP Position: Q1 2026 in Review

Advyzon Investment Management reduced its Shopify (SHOP) stake by 1% in Q1 2026, selling an estimated $6.18K and leaving 4,550 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #374.

Advyzon Investment Management first reported a position in SHOP in Q1 2025 and has held it in 5 quarters since. The position peaked at $740K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Advyzon Investment Management held 4,550 shares of Shopify worth $540K as of Q1 2026.
  • Advyzon Investment Management sold 47 Shopify shares in Q1 2026, an estimated $6.18K.
  • Shopify made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #374 holding.
  • Advyzon Investment Management first reported a position in Shopify in Q1 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's Shopify position peaked at $740K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.