IAG
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Investment Advisory Group’s Shopify SHOP Stock Holding History

Investment Advisory Group’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
2025
Q4 		– Sell
-1,350
Closed -$201K – 197
2025
Q3 		$201K Buy
+1,350
New +$183K 0.05% 188

Other funds holding SHOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investment Advisory Group's SHOP Position: Q4 2025 in Review

Investment Advisory Group sold out of Shopify (SHOP) in Q4 2025, closing a stake of 1,350 shares — an estimated $201K sold.

Investment Advisory Group first reported a position in SHOP in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,885 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

  • Investment Advisory Group reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
  • Investment Advisory Group sold 1,350 Shopify shares in Q4 2025, an estimated $201K.
  • Investment Advisory Group first reported a position in Shopify in Q3 2025 and held it in 1 quarter.
  • Investment Advisory Group's Shopify position peaked at $201K in Q3 2025.
  • 1,885 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Investment Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.