AF
SHOP icon

Aviso Financial’s Shopify SHOP Stock Holding History

Aviso Financial’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 		$7.74M Buy
67,661
+8,975
+15% +$1.02M 0.27% 45
2026
Q1 		$6.96M Buy
58,686
+11,910
+25% +$1.56M 0.25% 53
2025
Q4 		$7.53M Buy
46,776
+1,285
+3% +$206K 0.29% 47
2025
Q3 		$6.76M Buy
45,491
+2,612
+6% +$354K 0.27% 52
2025
Q2 		$4.94M Buy
42,879
+4,525
+12% +$453K 0.22% 58
2025
Q1 		$3.65M Buy
38,354
+8,107
+27% +$883K 0.18% 69
2024
Q4 		$3.22M Buy
30,247
+1,050
+4% +$102K 0.16% 72
2024
Q3 		$2.34M Buy
29,197
+10,566
+57% +$730K 0.12% 91
2024
Q2 		$1.23M Buy
+18,631
New +$1.24M 0.07% 118

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

Aviso Financial's SHOP Position: Q2 2026 in Review

Aviso Financial increased its Shopify (SHOP) stake by 15% in Q2 2026, buying an estimated $1.02M and bringing the position to 67,661 shares worth $7.74M. The position accounts for 0.27% of the portfolio, ranked #45.

Aviso Financial first reported a position in SHOP in Q2 2024 and has held it in 9 quarters since. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Aviso Financial held 67,661 shares of Shopify worth $7.74M as of Q2 2026.
  • Aviso Financial bought 8,975 Shopify shares in Q2 2026, an estimated $1.02M.
  • Shopify made up 0.27% of Aviso Financial's portfolio in Q2 2026, its #45 holding.
  • Aviso Financial first reported a position in Shopify in Q2 2024 and has held it in 9 quarters since.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.