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Guardian Wealth Advisors (North Carolina)’s Shopify SHOP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$690K Buy
6,039
+612
+11% +$69.8K 0.04% 196
2026
Q1 		$644K Buy
5,427
+1,025
+23% +$135K 0.04% 191
2025
Q4 		$709K Sell
4,402
-144
-3% -$23.1K 0.04% 178
2025
Q3 		$676K Sell
4,546
-401
-8% -$54.4K 0.04% 178
2025
Q2 		$571K Buy
4,947
+314
+7% +$31.4K 0.04% 184
2025
Q1 		$442K Sell
4,633
-266
-5% -$29K 0.04% 200
2024
Q4 		$521K Buy
4,899
+984
+25% +$95.7K 0.04% 186
2024
Q3 		$314K Sell
3,915
-260
-6% -$18K 0.03% 207
2024
Q2 		$276K Buy
4,175
+250
+6% +$16.6K 0.03% 214
2024
Q1 		$303K Sell
3,925
-10
-0.3% -$790 0.04% 210
2023
Q4 		$307K Sell
3,935
-510
-11% -$32.6K 0.05% 190
2023
Q3 		$243K Buy
4,445
+400
+10% +$24.2K 0.04% 204
2023
Q2 		$261K Sell
4,045
-6,010
-60% -$340K 0.04% 183
2023
Q1 		$482K Buy
10,055
+2,105
+26% +$92.6K 0.08% 124
2022
Q4 		$276K Buy
+7,950
New +$271K 0.05% 161

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

Guardian Wealth Advisors (North Carolina)'s SHOP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Shopify (SHOP) stake by 11% in Q2 2026, buying an estimated $69.8K and bringing the position to 6,039 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #196.

Guardian Wealth Advisors (North Carolina) first reported a position in SHOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $709K in Q4 2025. 1,720 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 6,039 shares of Shopify worth $690K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 612 Shopify shares in Q2 2026, an estimated $69.8K.
  • Shopify made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #196 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Shopify in Q4 2022 and has held it in 15 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Shopify position peaked at $709K in Q4 2025.
  • 1,720 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.