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Foundations Investment Advisors’s Shopify SHOP Stock Holding History

Foundations Investment 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 		$1.58M Buy
13,858
+4,555
+49% +$520K 0.02% 463
2026
Q1 		$1.1M Buy
9,303
+499
+6% +$65.6K 0.01% 502
2025
Q4 		$1.42M Sell
8,804
-674
-7% -$108K 0.02% 416
2025
Q3 		$1.41M Sell
9,478
-324
-3% -$43.9K 0.02% 388
2025
Q2 		$1.13M Buy
9,802
+1,193
+14% +$119K 0.02% 405
2025
Q1 		$822K Buy
8,609
+551
+7% +$60K 0.02% 451
2024
Q4 		$857K Buy
8,058
+202
+3% +$19.6K 0.02% 434
2024
Q3 		$630K Buy
7,856
+1,473
+23% +$102K 0.01% 469
2024
Q2 		$422K Sell
6,383
-686
-10% -$45.5K 0.01% 531
2024
Q1 		$546K Sell
7,069
-2,075
-23% -$164K 0.01% 449
2023
Q4 		$702K Buy
9,144
+2,666
+41% +$170K 0.02% 369
2023
Q3 		$354K Sell
6,478
-454
-7% -$27.5K 0.01% 473
2023
Q2 		$448K Buy
6,932
+512
+8% +$28.9K 0.01% 384
2023
Q1 		$308K Sell
6,420
-1,340
-17% -$59K 0.01% 392
2022
Q4 		$269K Sell
7,760
-1,276
-14% -$43.6K 0.01% 359
2022
Q3 		$243K Sell
9,036
-64
-0.7% -$2.18K 0.01% 351
2022
Q2 		$301K Buy
9,100
+5,300
+139% +$226K 0.01% 299
2022
Q1 		$220K Buy
3,800
+250
+7% +$20.5K 0.01% 326
2021
Q4 		$415K Buy
3,550
+800
+29% +$117K 0.02% 225
2021
Q3 		$362K Buy
2,750
+1,220
+80% +$183K 0.02% 232
2021
Q2 		$229K Buy
+1,530
New +$189K 0.01% 266

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

Foundations Investment Advisors's SHOP Position: Q2 2026 in Review

Foundations Investment Advisors increased its Shopify (SHOP) stake by 49% in Q2 2026, buying an estimated $520K and bringing the position to 13,858 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #463.

Foundations Investment Advisors first reported a position in SHOP in Q2 2021 and has held it in 21 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Foundations Investment Advisors held 13,858 shares of Shopify worth $1.58M as of Q2 2026.
  • Foundations Investment Advisors bought 4,555 Shopify shares in Q2 2026, an estimated $520K.
  • Shopify made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #463 holding.
  • Foundations Investment Advisors first reported a position in Shopify in Q2 2021 and has held it in 21 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.