Alliance Wealth Advisors (Utah)’s Shopify SHOP Stock Holding History

Alliance Wealth Advisors (Utah)’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	$864K	Sell	7,566 -3,699	-33%	-$422K	0.16%	82
2026 Q1	$1.34M	Sell	11,265 -7,701	-41%	-$1.01M	0.29%	66
2025 Q4	$3.05M	Sell	18,966 -15,788	-45%	-$2.53M	0.66%	37
2025 Q3	$5.16M	Sell	34,754 -10,287	-23%	-$1.39M	1.21%	10
2025 Q2	$5.2M	Sell	45,041 -2,202	-5%	-$220K	1.25%	12
2025 Q1	$4.51M	Sell	47,243 -3,624	-7%	-$395K	1.18%	14
2024 Q4	$5.41M	Sell	50,867 -957	-2%	-$93.1K	1.4%	12
2024 Q3	$4.15M	Buy	51,824 +15,269	+42%	+$1.05M	1.09%	21
2024 Q2	$2.41M	Buy	36,555 +31,253	+589%	+$2.07M	0.71%	50
2024 Q1	$409K	Buy	5,302 +644	+14%	+$50.9K	0.12%	166
2023 Q4	$363K	Buy	4,658 +47	+1%	+$3K	0.12%	169
2023 Q3	$252K	Buy	4,611 +189	+4%	+$11.5K	0.09%	197
2023 Q2	$286K	Buy	4,422 +232	+6%	+$13.1K	0.11%	179
2023 Q1	$201K	Buy	+4,190	New	+$184K	0.08%	217

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SHOP Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Shopify (SHOP) stake by 33% in Q2 2026, selling an estimated $422K and leaving 7,566 shares worth $864K. The position accounts for 0.16% of the portfolio, ranked #82.

Alliance Wealth Advisors (Utah) first reported a position in SHOP in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.41M in Q4 2024. 1,716 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Alliance Wealth Advisors (Utah) held 7,566 shares of Shopify worth $864K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 3,699 Shopify shares in Q2 2026, an estimated $422K.
Shopify made up 0.16% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #82 holding.
Alliance Wealth Advisors (Utah) first reported a position in Shopify in Q1 2023 and has held it in 14 quarters since.
Alliance Wealth Advisors (Utah)'s Shopify position peaked at $5.41M in Q4 2024.
1,716 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.