Bell Investment Advisors’s Shopify SHOP Stock Holding History

Bell Investment 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 Q1	$30.4K	Buy	256 +15	+6%	+$1.97K	﹤0.01%	345
2025 Q4	$38.8K	Buy	241 +112	+87%	+$18K	0.01%	284
2025 Q3	$19.2K	Sell	129 -49	-28%	-$6.64K	﹤0.01%	422
2025 Q2	$20.5K	Buy	178 +17	+11%	+$1.7K	﹤0.01%	421
2025 Q1	$15.4K	Hold	161	–	–	﹤0.01%	464
2024 Q4	$17.1K	Sell	161 -5	-3%	-$486	﹤0.01%	435
2024 Q3	$13.3K	Hold	166	–	–	﹤0.01%	519
2024 Q2	$11K	Buy	166 +86	+108%	+$5.71K	﹤0.01%	574
2024 Q1	$6.17K	Hold	80	–	–	﹤0.01%	811
2023 Q4	$6.23K	Sell	80 -33	-29%	-$2.11K	﹤0.01%	761
2023 Q3	$6.17K	Sell	113 -2	-2%	-$121	﹤0.01%	705
2023 Q2	$7.43K	Buy	115 +8	+7%	+$452	﹤0.01%	625
2023 Q1	$5.13K	Sell	107 -68	-39%	-$2.99K	﹤0.01%	776
2022 Q4	$6.07K	Sell	175 -42	-19%	-$1.43K	﹤0.01%	710
2022 Q3	$6K	Buy	217 +17	+9%	+$578	﹤0.01%	613
2022 Q2	$6K	Buy	+200	New	+$8.54K	﹤0.01%	647
2021 Q4	$21K	Buy	150 +70	+88%	+$10.2K	0.01%	305
2021 Q3	$11K	Buy	+80	New	+$12K	﹤0.01%	434

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bell Investment Advisors's SHOP Position: Q1 2026 in Review

Bell Investment Advisors increased its Shopify (SHOP) stake by 6.2% in Q1 2026, buying an estimated $1.97K and bringing the position to 256 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Bell Investment Advisors first reported a position in SHOP in Q3 2021 and has held it in 18 quarters since. The position peaked at $38.8K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Bell Investment Advisors held 256 shares of Shopify worth $30.4K as of Q1 2026.
Bell Investment Advisors bought 15 Shopify shares in Q1 2026, an estimated $1.97K.
Shopify made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #345 holding.
Bell Investment Advisors first reported a position in Shopify in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Shopify position peaked at $38.8K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.