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MMBG Investment Advisors’s Shopify SHOP Stock Holding History

MMBG Investment Advisors’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 		$7.64M Sell
66,915
-10,820
-14% -$1.23M 0.6% 29
2026
Q1 		$9.22M Sell
77,735
-13
-0% -$1.71K 0.85% 25
2025
Q4 		$12.5M Sell
77,748
-1,940
-2% -$311K 1.05% 22
2025
Q3 		$11.8M Sell
79,688
-10,177
-11% -$1.38M 1.05% 21
2025
Q2 		$10.4M Sell
89,865
-7,860
-8% -$786K 1.03% 24
2025
Q1 		$9.33M Sell
97,725
-14,170
-13% -$1.54M 1.05% 22
2024
Q4 		$11.9M Sell
111,895
-435
-0.4% -$42.3K 1.26% 19
2024
Q3 		$9M Buy
112,330
+13,435
+14% +$928K 0.94% 25
2024
Q2 		$6.53M Buy
98,895
+14,913
+18% +$989K 0.7% 31
2024
Q1 		$6.48M Sell
83,982
-743
-0.9% -$58.7K 0.68% 30
2023
Q4 		$6.6M Sell
84,725
-5,425
-6% -$346K 0.78% 28
2023
Q3 		$4.92M Sell
90,150
-1,480
-2% -$89.7K 0.62% 35
2023
Q2 		$5.92M Sell
91,630
-16,540
-15% -$935K 0.72% 31
2023
Q1 		$5.19M Buy
108,170
+2,330
+2% +$103K 0.66% 35
2022
Q4 		$3.67M Sell
105,840
-18,250
-15% -$623K 0.49% 50
2022
Q3 		$3.34M Buy
124,090
+8,200
+7% +$279K 0.45% 49
2022
Q2 		$3.62M Buy
115,890
+35,530
+44% +$1.52M 0.45% 49
2022
Q1 		$5.43M Buy
80,360
+17,830
+29% +$1.46M 0.57% 40
2021
Q4 		$8.61M Buy
+62,530
New +$9.14M 0.83% 32

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

MMBG Investment Advisors's SHOP Position: Q2 2026 in Review

MMBG Investment Advisors reduced its Shopify (SHOP) stake by 14% in Q2 2026, selling an estimated $1.23M and leaving 66,915 shares worth $7.64M. The position accounts for 0.6% of the portfolio, ranked #29.

MMBG Investment Advisors first reported a position in SHOP in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • MMBG Investment Advisors held 66,915 shares of Shopify worth $7.64M as of Q2 2026.
  • MMBG Investment Advisors sold 10,820 Shopify shares in Q2 2026, an estimated $1.23M.
  • Shopify made up 0.6% of MMBG Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • MMBG Investment Advisors first reported a position in Shopify in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's Shopify position peaked at $12.5M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.