CCA
SHOP icon

Checchi Capital Advisers’s Shopify SHOP Stock Holding History

Checchi Capital Advisers’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 		$388K Sell
3,394
-171
-5% -$19.5K 0.02% 418
2026
Q1 		$423K Sell
3,565
-47
-1% -$6.18K 0.02% 388
2025
Q4 		$581K Sell
3,612
-122
-3% -$19.6K 0.03% 284
2025
Q3 		$555K Sell
3,734
-1,119
-23% -$152K 0.03% 302
2025
Q2 		$560K Sell
4,853
-276
-5% -$27.6K 0.03% 312
2025
Q1 		$490K Buy
5,129
+146
+3% +$15.9K 0.03% 339
2024
Q4 		$530K Buy
4,983
+208
+4% +$20.2K 0.03% 309
2024
Q3 		$383K Buy
4,775
+513
+12% +$35.4K 0.02% 389
2024
Q2 		$282K Buy
4,262
+84
+2% +$5.57K 0.01% 455
2024
Q1 		$322K Buy
4,178
+162
+4% +$12.8K 0.03% 425
2023
Q4 		$313K Buy
+4,016
New +$256K 0.03% 416
2023
Q3 		– Sell
-3,607
Closed -$233K – 576
2023
Q2 		$233K Buy
+3,607
New +$204K 0.02% 493
2022
Q3 		– Sell
-6,178
Closed -$215K – 585
2022
Q2 		$215K Buy
6,178
+1,728
+39% +$73.8K 0.02% 533
2022
Q1 		$301K Buy
4,450
+240
+6% +$19.7K 0.03% 408
2021
Q4 		$580K Sell
4,210
-200
-5% -$29.2K 0.05% 233
2021
Q3 		$598K Sell
4,410
-540
-11% -$80.9K 0.06% 210
2021
Q2 		$723K Buy
4,950
+90
+2% +$11.1K 0.07% 187
2021
Q1 		$538K Buy
4,860
+310
+7% +$37.5K 0.05% 233
2020
Q4 		$515K Buy
4,550
+1,310
+40% +$138K 0.05% 234
2020
Q3 		$331K Buy
3,240
+20
+0.6% +$1.99K 0.04% 281
2020
Q2 		$306K Buy
+3,220
New +$224K 0.04% 299

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

Checchi Capital Advisers's SHOP Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Shopify (SHOP) stake by 4.8% in Q2 2026, selling an estimated $19.5K and leaving 3,394 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #418.

Checchi Capital Advisers first reported a position in SHOP in Q2 2020 and has held it in 21 quarters since. The position peaked at $723K in Q2 2021. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Checchi Capital Advisers held 3,394 shares of Shopify worth $388K as of Q2 2026.
  • Checchi Capital Advisers sold 171 Shopify shares in Q2 2026, an estimated $19.5K.
  • Shopify made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #418 holding.
  • Checchi Capital Advisers first reported a position in Shopify in Q2 2020 and has held it in 21 quarters since.
  • Checchi Capital Advisers's Shopify position peaked at $723K in Q2 2021.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.