Fortis Group Advisors’s Shopify SHOP Stock Holding History

Fortis Group 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	$7.99K	Hold	70	–	–	﹤0.01%	405
2026 Q1	$8.3K	Sell	70 -12,353	-99%	-$1.62M	﹤0.01%	401
2025 Q4	$1.63M	Sell	12,423 -238	-2%	-$38.2K	0.27%	100
2025 Q3	$2.2M	Sell	12,661 -42	-0.3%	-$5.69K	0.38%	66
2025 Q2	$1.55M	Buy	12,703 +12,633	+18,047%	+$1.26M	0.28%	88
2025 Q1	$6.68K	Hold	70	–	–	﹤0.01%	330
2024 Q4	$7.44K	Hold	70	–	–	﹤0.01%	330
2024 Q3	$5.61K	Hold	70	–	–	﹤0.01%	349
2024 Q2	$4.62K	Hold	70	–	–	﹤0.01%	358
2024 Q1	$5.4K	Sell	70 -70	-50%	-$5.53K	﹤0.01%	365
2023 Q4	$10.9K	Buy	140 +70	+100%	+$4.47K	﹤0.01%	290
2023 Q3	$3.82K	Buy	+70	New	+$4.24K	﹤0.01%	314
2020 Q3	$7K	Buy	+70	New	+$6.96K	﹤0.01%	315

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Fortis Group Advisors held its Shopify (SHOP) position steady in Q2 2026 at 70 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Fortis Group Advisors first reported a position in SHOP in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.2M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Fortis Group Advisors held 70 shares of Shopify worth $7.99K as of Q2 2026.
Fortis Group Advisors left its Shopify share count unchanged in Q2 2026.
Shopify made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #405 holding.
Fortis Group Advisors first reported a position in Shopify in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Shopify position peaked at $2.2M in Q3 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.