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Caerus Investment Advisors’s Shopify SHOP Stock Holding History

Caerus 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 		$227K Buy
1,988
+300
+18% +$34.2K 0.08% 275
2026
Q1 		$200K Buy
1,688
+90
+6% +$11.8K 0.08% 251
2025
Q4 		$257K Sell
1,598
-620
-28% -$99.5K 0.08% 263
2025
Q3 		$330K Hold
2,218
– – 0.13% 185
2025
Q2 		$256K Buy
+2,218
New +$222K 0.24% 28

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

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

Caerus Investment Advisors increased its Shopify (SHOP) stake by 18% in Q2 2026, buying an estimated $34.2K and bringing the position to 1,988 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #275.

Caerus Investment Advisors first reported a position in SHOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $330K in Q3 2025. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Caerus Investment Advisors held 1,988 shares of Shopify worth $227K as of Q2 2026.
  • Caerus Investment Advisors bought 300 Shopify shares in Q2 2026, an estimated $34.2K.
  • Shopify made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #275 holding.
  • Caerus Investment Advisors first reported a position in Shopify in Q2 2025 and has held it in 5 quarters since.
  • Caerus Investment Advisors's Shopify position peaked at $330K in Q3 2025.
  • 1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.