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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
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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Caerus Investment Advisors increased its Shopify (SHOP) stake by 5.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 1,688 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #251.

Caerus Investment Advisors first reported a position in SHOP in Q2 2025 and has held it in 4 quarters since. The position peaked at $330K in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Caerus Investment Advisors held 1,688 shares of Shopify worth $200K as of Q1 2026.
  • Caerus Investment Advisors bought 90 Shopify shares in Q1 2026, an estimated $11.8K.
  • Shopify made up 0.08% of Caerus Investment Advisors's portfolio in Q1 2026, its #251 holding.
  • Caerus Investment Advisors first reported a position in Shopify in Q2 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Shopify position peaked at $330K in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.