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Capital Investment Advisors’s Shopify SHOP Stock Holding History

Capital 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 		$479K Sell
4,036
-649
-14% -$85.3K 0.01% 501
2025
Q4 		$754K Sell
4,685
-48
-1% -$7.71K 0.01% 397
2025
Q3 		$703K Sell
4,733
-97
-2% -$13.2K 0.01% 405
2025
Q2 		$557K Buy
4,830
+151
+3% +$15.1K 0.01% 437
2025
Q1 		$447K Buy
4,679
+676
+17% +$73.7K 0.01% 452
2024
Q4 		$426K Sell
4,003
-174
-4% -$16.9K 0.01% 443
2024
Q3 		$335K Sell
4,177
-1,380
-25% -$95.3K 0.01% 480
2024
Q2 		$367K Buy
5,557
+2,442
+78% +$162K 0.01% 462
2024
Q1 		$240K Buy
3,115
+2
+0.1% +$158 0.01% 539
2023
Q4 		$243K Sell
3,113
-2,466
-44% -$157K 0.01% 530
2023
Q3 		$304K Buy
5,579
+189
+4% +$11.5K 0.01% 445
2023
Q2 		$348K Buy
+5,390
New +$305K 0.01% 399
2022
Q2 		– Sell
-3,790
Closed -$256K – 593
2022
Q1 		$256K Buy
3,790
+350
+10% +$28.7K 0.01% 500
2021
Q4 		$474K Buy
3,440
+350
+11% +$51.1K 0.01% 380
2021
Q3 		$418K Sell
3,090
-30
-1% -$4.5K 0.01% 388
2021
Q2 		$456K Sell
3,120
-260
-8% -$32K 0.02% 375
2021
Q1 		$374K Sell
3,380
-630
-16% -$76.1K 0.01% 392
2020
Q4 		$454K Buy
4,010
+70
+2% +$7.35K 0.02% 345
2020
Q3 		$403K Sell
3,940
-3,550
-47% -$353K 0.02% 342
2020
Q2 		$711K Buy
7,490
+1,060
+16% +$73.6K 0.04% 268
2020
Q1 		$268K Sell
6,430
-2,190
-25% -$98.7K 0.02% 366
2019
Q4 		$343K Buy
+8,620
New +$292K 0.02% 384

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

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

Capital Investment Advisors reduced its Shopify (SHOP) stake by 14% in Q1 2026, selling an estimated $85.3K and leaving 4,036 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #501.

Capital Investment Advisors first reported a position in SHOP in Q4 2019 and has held it in 22 quarters since. The position peaked at $754K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Capital Investment Advisors held 4,036 shares of Shopify worth $479K as of Q1 2026.
  • Capital Investment Advisors sold 649 Shopify shares in Q1 2026, an estimated $85.3K.
  • Shopify made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #501 holding.
  • Capital Investment Advisors first reported a position in Shopify in Q4 2019 and has held it in 22 quarters since.
  • Capital Investment Advisors's Shopify position peaked at $754K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.