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Avantax Planning Partners’s Shopify SHOP Stock Holding History

Avantax Planning Partners’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 		$254K Buy
2,226
+388
+21% +$44.3K 0.01% 395
2026
Q1 		$218K Buy
+1,838
New +$242K 0.01% 400
2025
Q4 		– Sell
-1,443
Closed -$214K – 461
2025
Q3 		$214K Sell
1,443
-2,131
-60% -$289K 0.01% 409
2025
Q2 		$412K Buy
3,574
+319
+10% +$31.9K 0.01% 294
2025
Q1 		$311K Sell
3,255
-29
-0.9% -$3.16K 0.01% 332
2024
Q4 		$349K Sell
3,284
-395
-11% -$38.4K 0.01% 308
2024
Q3 		$295K Sell
3,679
-41
-1% -$2.83K 0.01% 338
2024
Q2 		$246K Buy
3,720
+7
+0.2% +$464 0.01% 400
2024
Q1 		$287K Sell
3,713
-680
-15% -$53.7K 0.01% 368
2023
Q4 		$342K Buy
+4,393
New +$281K 0.01% 283
2018
Q4 		– Sell
-380
Closed -$6K – 1032
2018
Q3 		$6K Buy
+380
New +$5.79K ﹤0.01% 1051
2018
Q2 		– Sell
-380
Closed -$5K – 1262
2018
Q1 		$5K Buy
+380
New +$4.92K ﹤0.01% 1351

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

Avantax Planning Partners's SHOP Position: Q2 2026 in Review

Avantax Planning Partners increased its Shopify (SHOP) stake by 21% in Q2 2026, buying an estimated $44.3K and bringing the position to 2,226 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #395.

Avantax Planning Partners first reported a position in SHOP in Q1 2018 and has held it in 12 quarters since. The position peaked at $412K in Q2 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Avantax Planning Partners held 2,226 shares of Shopify worth $254K as of Q2 2026.
  • Avantax Planning Partners bought 388 Shopify shares in Q2 2026, an estimated $44.3K.
  • Shopify made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #395 holding.
  • Avantax Planning Partners first reported a position in Shopify in Q1 2018 and has held it in 12 quarters since.
  • Avantax Planning Partners's Shopify position peaked at $412K in Q2 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.