DAS
SHOP icon

Diversify Advisory Services’s Shopify SHOP Stock Holding History

Diversify Advisory Services’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 		$6.57M Buy
51,757
+44,021
+569% +$5.02M 0.11% 189
2026
Q1 		$938K Sell
7,736
-10,697
-58% -$1.41M 0.14% 72
2025
Q4 		$2.87M Sell
18,433
-1,553
-8% -$249K 0.09% 167
2025
Q3 		$3.46M Sell
19,986
-904
-4% -$123K 0.12% 138
2025
Q2 		$3.12M Buy
20,890
+6,090
+41% +$609K 0.12% 127
2025
Q1 		$1.46M Buy
14,800
+1,580
+12% +$172K 0.09% 158
2024
Q4 		$1.37M Sell
13,220
-734
-5% -$71.4K 0.08% 185
2024
Q3 		$1.14M Buy
13,954
+3,857
+38% +$266K 0.06% 235
2024
Q2 		$668K Buy
10,097
+3,131
+45% +$208K 0.04% 321
2024
Q1 		$545K Buy
+6,966
New +$550K 0.03% 399

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

Diversify Advisory Services's SHOP Position: Q2 2026 in Review

Diversify Advisory Services increased its Shopify (SHOP) stake by 569% in Q2 2026, buying an estimated $5.02M and bringing the position to 51,757 shares worth $6.57M. The position accounts for 0.11% of the portfolio, ranked #189.

Diversify Advisory Services first reported a position in SHOP in Q1 2024 and has held it in 10 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Diversify Advisory Services held 51,757 shares of Shopify worth $6.57M as of Q2 2026.
  • Diversify Advisory Services bought 44,021 Shopify shares in Q2 2026, an estimated $5.02M.
  • Shopify made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #189 holding.
  • Diversify Advisory Services first reported a position in Shopify in Q1 2024 and has held it in 10 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.