FCA
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Fortis Capital Advisors’s Shopify SHOP Stock Holding History

Fortis Capital 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
Q2 		$271K Buy
2,373
+240
+11% +$27.4K 0.03% 348
2026
Q1 		$253K Sell
2,133
-9,644
-82% -$1.27M 0.03% 324
2025
Q4 		$1.9M Buy
11,777
+3,544
+43% +$569K 0.28% 51
2025
Q3 		$1.22M Buy
+8,233
New +$1.12M 0.19% 82

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

Fortis Capital Advisors's SHOP Position: Q2 2026 in Review

Fortis Capital Advisors increased its Shopify (SHOP) stake by 11% in Q2 2026, buying an estimated $27.4K and bringing the position to 2,373 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #348.

Fortis Capital Advisors first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.9M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Fortis Capital Advisors held 2,373 shares of Shopify worth $271K as of Q2 2026.
  • Fortis Capital Advisors bought 240 Shopify shares in Q2 2026, an estimated $27.4K.
  • Shopify made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #348 holding.
  • Fortis Capital Advisors first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Fortis Capital Advisors's Shopify position peaked at $1.9M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.