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Aptus Capital Advisors’s Shopify SHOP Stock Holding History

Aptus Capital Advisors’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 		$1.54M Buy
13,515
+488
+4% +$55.7K 0.01% 547
2026
Q1 		$1.55M Buy
13,027
+381
+3% +$50.1K 0.01% 512
2025
Q4 		$2.04M Buy
12,646
+318
+3% +$51.1K 0.01% 441
2025
Q3 		$1.83M Buy
12,328
+1,115
+10% +$151K 0.01% 452
2025
Q2 		$1.29M Buy
11,213
+197
+2% +$19.7K 0.01% 489
2025
Q1 		$1.05M Buy
11,016
+2,012
+22% +$219K 0.01% 497
2024
Q4 		$957K Buy
9,004
+2,945
+49% +$286K 0.01% 513
2024
Q3 		$486K Buy
6,059
+315
+5% +$21.8K 0.01% 545
2024
Q2 		$379K Buy
5,744
+255
+5% +$16.9K 0.01% 565
2024
Q1 		$424K Buy
5,489
+505
+10% +$39.9K 0.01% 551
2023
Q4 		$388K Sell
4,984
-1,015
-17% -$64.8K 0.01% 425
2023
Q3 		$327K Buy
5,999
+1,410
+31% +$85.4K 0.01% 454
2023
Q2 		$296K Sell
4,589
-6,007
-57% -$340K 0.01% 414
2023
Q1 		$508K Buy
10,596
+1,554
+17% +$68.4K 0.01% 323
2022
Q4 		$314K Buy
+9,042
New +$309K 0.01% 404
2022
Q2 		– Sell
-5,120
Closed -$346K – 727
2022
Q1 		$346K Buy
5,120
+50
+1% +$4.11K 0.01% 342
2021
Q4 		$698K Sell
5,070
-40
-0.8% -$5.84K 0.02% 265
2021
Q3 		$693K Hold
5,110
– – 0.02% 265
2021
Q2 		$747K Hold
5,110
– – 0.02% 258
2021
Q1 		$565K Sell
5,110
-10
-0.2% -$1.21K 0.02% 264
2020
Q4 		$579K Buy
5,120
+70
+1% +$7.35K 0.03% 233
2020
Q3 		$516K Buy
5,050
+1,290
+34% +$128K 0.03% 222
2020
Q2 		$356K Buy
+3,760
New +$261K 0.02% 222

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

Aptus Capital Advisors's SHOP Position: Q2 2026 in Review

Aptus Capital Advisors increased its Shopify (SHOP) stake by 3.7% in Q2 2026, buying an estimated $55.7K and bringing the position to 13,515 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #547.

Aptus Capital Advisors first reported a position in SHOP in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.04M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Aptus Capital Advisors held 13,515 shares of Shopify worth $1.54M as of Q2 2026.
  • Aptus Capital Advisors bought 488 Shopify shares in Q2 2026, an estimated $55.7K.
  • Shopify made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #547 holding.
  • Aptus Capital Advisors first reported a position in Shopify in Q2 2020 and has held it in 23 quarters since.
  • Aptus Capital Advisors's Shopify position peaked at $2.04M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.