AIM
SHOP icon

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
Q2 		$452K Sell
3,958
-592
-13% -$67.6K 0.03% 509
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 $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

Advyzon Investment Management's SHOP Position: Q2 2026 in Review

Advyzon Investment Management reduced its Shopify (SHOP) stake by 13% in Q2 2026, selling an estimated $67.6K and leaving 3,958 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #509.

Advyzon Investment Management first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $740K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Advyzon Investment Management held 3,958 shares of Shopify worth $452K as of Q2 2026.
  • Advyzon Investment Management sold 592 Shopify shares in Q2 2026, an estimated $67.6K.
  • Shopify made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #509 holding.
  • Advyzon Investment Management first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Advyzon Investment Management's Shopify position peaked at $740K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.