Certified Advisory Corp’s Shopify SHOP Stock Holding History

Certified Advisory Corp’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	–	Sell	-1,455	Closed	-$234K	–	331
2025 Q4	$234K	Buy	1,455 +30	+2%	+$4.82K	0.02%	297
2025 Q3	$212K	Buy	+1,425	New	+$193K	0.02%	306
2019 Q3	–	Sell	-200	Closed	-$6K	–	828
2019 Q2	$6K	Sell	200 -800	-80%	-$20.8K	﹤0.01%	659
2019 Q1	$21K	Sell	1,000 -590	-37%	-$10.4K	0.01%	444
2018 Q4	$22K	Buy	1,590 +570	+56%	+$8.02K	0.01%	416
2018 Q3	$17K	Buy	1,020 +520	+104%	+$7.92K	0.01%	481
2018 Q2	$7K	Hold	500	–	–	﹤0.01%	595
2018 Q1	$6K	Buy	+500	New	+$6.47K	﹤0.01%	583

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

Certified Advisory Corp's SHOP Position: Q1 2026 in Review

Certified Advisory Corp sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,455 shares — an estimated $234K sold.

Certified Advisory Corp first reported a position in SHOP in Q1 2018 and held it in 8 quarters. The position peaked at $234K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Certified Advisory Corp reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Certified Advisory Corp sold 1,455 Shopify shares in Q1 2026, an estimated $234K.
Certified Advisory Corp first reported a position in Shopify in Q1 2018 and held it in 8 quarters.
Certified Advisory Corp's Shopify position peaked at $234K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Certified Advisory Corp's 13F filing for Q1 2026, filed 17 Apr 2026.