IAA
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Independent Advisor Alliance’s Shopify SHOP Stock Holding History

Independent Advisor Alliance’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 		$2.15M Buy
18,860
+829
+5% +$94.6K 0.05% 263
2026
Q1 		$2.14M Sell
18,031
-3,941
-18% -$518K 0.02% 539
2025
Q4 		$3.54M Buy
21,972
+94
+0.4% +$15.1K 0.09% 191
2025
Q3 		$3.25M Sell
21,878
-1,223
-5% -$166K 0.08% 198
2025
Q2 		$2.66M Sell
23,101
-5,109
-18% -$511K 0.08% 220
2025
Q1 		$2.69M Sell
28,210
-704
-2% -$76.7K 0.09% 210
2024
Q4 		$3.07M Sell
28,914
-1,430
-5% -$139K 0.04% 397
2024
Q3 		$2.43M Sell
30,344
-345
-1% -$23.8K 0.09% 192
2024
Q2 		$2.03M Buy
30,689
+2,282
+8% +$151K 0.07% 219
2024
Q1 		$2.19M Sell
28,407
-2,803
-9% -$221K 0.08% 204
2023
Q4 		$2.43M Buy
31,210
+3,204
+11% +$205K 0.09% 187
2023
Q3 		$1.53M Sell
28,006
-26,458
-49% -$1.6M 0.07% 232
2023
Q2 		$3.52M Buy
54,464
+24,899
+84% +$1.41M 0.16% 127
2023
Q1 		$1.42M Buy
29,565
+267
+0.9% +$11.7K 0.07% 239
2022
Q4 		$1.02K Buy
29,298
+920
+3% +$31.4K ﹤0.01% 298
2022
Q3 		$765K Buy
28,378
+3,812
+16% +$130K 0.04% 294
2022
Q2 		$767K Sell
24,566
-9,454
-28% -$404K 0.04% 311
2022
Q1 		$2.3M Sell
34,020
-3,620
-10% -$297K 0.11% 162
2021
Q4 		$5.18M Sell
37,640
-970
-3% -$142K 0.26% 83
2021
Q3 		$5.24M Buy
38,610
+630
+2% +$94.4K 0.29% 81
2021
Q2 		$5.55M Buy
37,980
+490
+1% +$60.4K 0.3% 85
2021
Q1 		$4.15M Buy
37,490
+9,040
+32% +$1.09M 0.25% 100
2020
Q4 		$3.22M Sell
28,450
-1,730
-6% -$182K 0.22% 102
2020
Q3 		$3.09M Buy
30,180
+1,380
+5% +$137K 0.23% 94
2020
Q2 		$2.77M Buy
28,800
+6,050
+27% +$420K 0.3% 71
2020
Q1 		$949K Buy
22,750
+3,600
+19% +$162K 0.14% 128
2019
Q4 		$761K Buy
19,150
+170
+0.9% +$5.75K 0.03% 435
2019
Q3 		$592K Buy
18,980
+1,280
+7% +$43.8K 0.07% 228
2019
Q2 		$531K Sell
17,700
-370
-2% -$9.63K 0.08% 215
2019
Q1 		$373K Buy
18,070
+150
+0.8% +$2.65K 0.05% 271
2018
Q4 		$248K Buy
+17,920
New +$252K 0.04% 325

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

Independent Advisor Alliance's SHOP Position: Q2 2026 in Review

Independent Advisor Alliance increased its Shopify (SHOP) stake by 4.6% in Q2 2026, buying an estimated $94.6K and bringing the position to 18,860 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #263.

Independent Advisor Alliance first reported a position in SHOP in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.55M in Q2 2021. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Independent Advisor Alliance held 18,860 shares of Shopify worth $2.15M as of Q2 2026.
  • Independent Advisor Alliance bought 829 Shopify shares in Q2 2026, an estimated $94.6K.
  • Shopify made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #263 holding.
  • Independent Advisor Alliance first reported a position in Shopify in Q4 2018 and has held it in 31 quarters since.
  • Independent Advisor Alliance's Shopify position peaked at $5.55M in Q2 2021.
  • 1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.