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
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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Independent Advisor Alliance's SHOP Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Shopify (SHOP) stake by 18% in Q1 2026, selling an estimated $518K and leaving 18,031 shares worth $2.14M. The position accounts for 0.02% of the portfolio, ranked #539.

Independent Advisor Alliance first reported a position in SHOP in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.55M in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Independent Advisor Alliance held 18,031 shares of Shopify worth $2.14M as of Q1 2026.
  • Independent Advisor Alliance sold 3,941 Shopify shares in Q1 2026, an estimated $518K.
  • Shopify made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #539 holding.
  • Independent Advisor Alliance first reported a position in Shopify in Q4 2018 and has held it in 30 quarters since.
  • Independent Advisor Alliance's Shopify position peaked at $5.55M in Q2 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.