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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
Q2 		$17.4K Sell
152
-104
-41% -$11.9K ﹤0.01% 522
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
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

Bell Investment Advisors's SHOP Position: Q2 2026 in Review

Bell Investment Advisors reduced its Shopify (SHOP) stake by 41% in Q2 2026, selling an estimated $11.9K and leaving 152 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Bell Investment Advisors first reported a position in SHOP in Q3 2021 and has held it in 19 quarters since. The position peaked at $38.8K in Q4 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Bell Investment Advisors held 152 shares of Shopify worth $17.4K as of Q2 2026.
  • Bell Investment Advisors sold 104 Shopify shares in Q2 2026, an estimated $11.9K.
  • Shopify made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #522 holding.
  • Bell Investment Advisors first reported a position in Shopify in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Shopify position peaked at $38.8K in Q4 2025.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.