IRAG
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Investment Research & Advisory Group’s Shopify SHOP Stock Holding History

Investment Research & 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
2026
Q2 		$1.24M Sell
10,823
-16
-0.1% -$1.83K 0.38% 46
2026
Q1 		$1.29M Buy
10,839
+3,466
+47% +$455K 0.45% 42
2025
Q4 		$1.19M Buy
7,373
+7,150
+3,206% +$1.15M 0.39% 44
2025
Q3 		$33.1K Buy
223
+3
+1% +$407 0.01% 130
2025
Q2 		$25.4K Hold
220
– – 0.01% 139
2025
Q1 		$21K Hold
220
– – 0.01% 143
2024
Q4 		$23.4K Hold
220
– – 0.01% 130
2024
Q3 		$17.6K Hold
220
– – 0.01% 139
2024
Q2 		$14.5K Hold
220
– – 0.01% 137
2024
Q1 		$17K Hold
220
– – 0.01% 135
2023
Q4 		$17.1K Hold
220
– – 0.01% 127
2023
Q3 		$12K Hold
220
– – 0.01% 137
2023
Q2 		$14.2K Hold
220
– – 0.01% 143
2023
Q1 		$10.5K Hold
220
– – 0.01% 137
2022
Q4 		$7.64K Hold
220
– – 0.01% 147
2022
Q3 		$6K Hold
220
– – ﹤0.01% 155
2022
Q2 		$7K Buy
+220
New +$9.39K 0.01% 155
2020
Q1 		– Sell
-1,000
Closed -$45.1K – 181
2019
Q4 		$40K Buy
+1,000
New +$33.8K 0.04% 112

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Investment Research & Advisory Group's SHOP Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Shopify (SHOP) stake by 0.15% in Q2 2026, selling an estimated $1.83K and leaving 10,823 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #46.

Investment Research & Advisory Group first reported a position in SHOP in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.29M in Q1 2026. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Investment Research & Advisory Group held 10,823 shares of Shopify worth $1.24M as of Q2 2026.
  • Investment Research & Advisory Group sold 16 Shopify shares in Q2 2026, an estimated $1.83K.
  • Shopify made up 0.38% of Investment Research & Advisory Group's portfolio in Q2 2026, its #46 holding.
  • Investment Research & Advisory Group first reported a position in Shopify in Q4 2019 and has held it in 18 quarters since.
  • Investment Research & Advisory Group's Shopify position peaked at $1.29M in Q1 2026.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.