MA
SHOP icon

MONECO Advisors’s Shopify SHOP Stock Holding History

MONECO 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 		$837K Sell
7,331
-608
-8% -$69.4K 0.05% 287
2026
Q1 		$942K Buy
7,939
+1,144
+17% +$150K 0.07% 225
2025
Q4 		$1.09M Sell
6,795
-36
-0.5% -$5.78K 0.09% 200
2025
Q3 		$1.02M Buy
6,831
+146
+2% +$19.8K 0.08% 203
2025
Q2 		$771K Buy
6,685
+59
+0.9% +$5.9K 0.07% 223
2025
Q1 		$632K Sell
6,626
-59
-0.9% -$6.43K 0.07% 236
2024
Q4 		$711K Sell
6,685
-263
-4% -$25.6K 0.08% 222
2024
Q3 		$557K Buy
6,948
+330
+5% +$22.8K 0.07% 239
2024
Q2 		$437K Buy
+6,618
New +$439K 0.06% 256
2024
Q1 		– Sell
-2,643
Closed -$206K – 420
2023
Q4 		$206K Buy
+2,643
New +$169K 0.04% 364
2023
Q3 		– Sell
-3,460
Closed -$224K – 350
2023
Q2 		$224K Buy
+3,460
New +$196K 0.06% 301
2022
Q2 		– Sell
-3,470
Closed -$235K – 264
2022
Q1 		$235K Sell
3,470
-50
-1% -$4.11K 0.09% 216
2021
Q4 		$285K Sell
3,520
-480
-12% -$70.1K 0.11% 189
2021
Q3 		$542K Buy
4,000
+320
+9% +$47.9K 0.21% 107
2021
Q2 		$538K Hold
3,680
– – 0.25% 96
2021
Q1 		$407K Buy
3,680
+40
+1% +$4.83K 0.2% 117
2020
Q4 		$437K Hold
3,640
– – 0.24% 96
2020
Q3 		$372K Sell
3,640
-400
-10% -$39.8K 0.24% 96
2020
Q2 		$383K Sell
4,040
-3,660
-48% -$254K 0.3% 82
2020
Q1 		$321K Buy
7,700
+40
+0.5% +$1.8K 0.33% 75
2019
Q4 		$348K Hold
7,660
– – 0.25% 89
2019
Q3 		$239K Buy
+7,660
New +$262K 0.19% 117

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

MONECO Advisors's SHOP Position: Q2 2026 in Review

MONECO Advisors reduced its Shopify (SHOP) stake by 7.7% in Q2 2026, selling an estimated $69.4K and leaving 7,331 shares worth $837K. The position accounts for 0.05% of the portfolio, ranked #287.

MONECO Advisors first reported a position in SHOP in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.09M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • MONECO Advisors held 7,331 shares of Shopify worth $837K as of Q2 2026.
  • MONECO Advisors sold 608 Shopify shares in Q2 2026, an estimated $69.4K.
  • Shopify made up 0.05% of MONECO Advisors's portfolio in Q2 2026, its #287 holding.
  • MONECO Advisors first reported a position in Shopify in Q3 2019 and has held it in 22 quarters since.
  • MONECO Advisors's Shopify position peaked at $1.09M in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.