Claro Advisors
SHOP icon

Claro Advisors’s Shopify SHOP Stock Holding History

Claro 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
Q3 		$659K Sell
4,444
-79
-2% -$10.7K 0.06% 241
2026
Q2 		$516K Sell
4,523
-549
-11% -$62.7K 0.05% 264
2026
Q1 		$602K Sell
5,072
-5
-0.1% -$657 0.07% 209
2025
Q4 		$817K Buy
5,077
+51
+1% +$8.19K 0.11% 158
2025
Q3 		$747K Hold
5,026
– – 0.11% 168
2025
Q2 		$580K Sell
5,026
-1,237
-20% -$124K 0.1% 184
2025
Q1 		$598K Buy
6,263
+957
+18% +$104K 0.08% 226
2024
Q4 		$564K Sell
5,306
-381
-7% -$37.1K 0.08% 232
2024
Q3 		$456K Buy
+5,687
New +$393K 0.06% 280
2024
Q2 		– Sell
-2,765
Closed -$213K – 453
2024
Q1 		$213K Sell
2,765
-750
-21% -$59.2K 0.04% 389
2023
Q4 		$274K Sell
3,515
-1,133
-24% -$72.4K 0.06% 303
2023
Q3 		$254K Sell
4,648
-246
-5% -$14.9K 0.06% 299
2023
Q2 		$316K Sell
4,894
-1,730
-26% -$97.8K 0.08% 258
2023
Q1 		$318K Sell
6,624
-196
-3% -$8.62K 0.09% 243
2022
Q4 		$237K Buy
+6,820
New +$233K 0.08% 254
2022
Q2 		– Sell
-1,460
Closed -$201K – 317
2022
Q1 		$201K Hold
1,460
– – 0.07% 268
2021
Q4 		$201K Buy
+1,460
New +$213K 0.07% 268
2019
Q1 		– Sell
-40
Closed -$1K – 793
2018
Q4 		$1K Buy
+40
New +$563 ﹤0.01% 1058

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Claro Advisors's SHOP Position: Q3 2026 in Review

Claro Advisors reduced its Shopify (SHOP) stake by 1.7% in Q3 2026, selling an estimated $10.7K and leaving 4,444 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #241.

Claro Advisors first reported a position in SHOP in Q4 2018 and has held it in 18 quarters since. The position peaked at $817K in Q4 2025. 1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Claro Advisors held 4,444 shares of Shopify worth $659K as of Q3 2026.
  • Claro Advisors sold 79 Shopify shares in Q3 2026, an estimated $10.7K.
  • Shopify made up 0.06% of Claro Advisors's portfolio in Q3 2026, its #241 holding.
  • Claro Advisors first reported a position in Shopify in Q4 2018 and has held it in 18 quarters since.
  • Claro Advisors's Shopify position peaked at $817K in Q4 2025.
  • 1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.