Moneta Group Investment Advisors’s Shopify SHOP Stock Holding History

Moneta Group 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	$1.02M	Buy	8,920 +164	+2%	+$18.7K	0.01%	392
2026 Q1	$1.04M	Sell	8,756 -535	-6%	-$70.3K	0.01%	353
2025 Q4	$1.5M	Buy	9,291 +1,208	+15%	+$194K	0.01%	302
2025 Q3	$1.2M	Buy	8,083 +1,179	+17%	+$160K	0.01%	315
2025 Q2	$796K	Buy	6,904 +2,999	+77%	+$300K	0.01%	343
2025 Q1	$373K	Sell	3,905 -97	-2%	-$10.6K	0.01%	483
2024 Q4	$425K	Sell	4,002 -85	-2%	-$8.27K	0.01%	440
2024 Q3	$328K	Buy	4,087 +1,438	+54%	+$99.3K	﹤0.01%	494
2024 Q2	$239K	Buy	2,649 +90	+4%	+$5.97K	﹤0.01%	538
2024 Q1	$269K	Sell	2,559 -664	-21%	-$52.5K	﹤0.01%	519
2023 Q4	$251K	Buy	+3,223	New	+$206K	0.01%	483
2020 Q3	–	Sell	-2,140	Closed	-$203K	–	290
2020 Q2	$203K	Buy	+2,140	New	+$149K	0.02%	240

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Moneta Group Investment Advisors's SHOP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Shopify (SHOP) stake by 1.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 8,920 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #392.

Moneta Group Investment Advisors first reported a position in SHOP in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2025. 1,713 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Moneta Group Investment Advisors held 8,920 shares of Shopify worth $1.02M as of Q2 2026.
Moneta Group Investment Advisors bought 164 Shopify shares in Q2 2026, an estimated $18.7K.
Shopify made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #392 holding.
Moneta Group Investment Advisors first reported a position in Shopify in Q2 2020 and has held it in 12 quarters since.
Moneta Group Investment Advisors's Shopify position peaked at $1.5M in Q4 2025.
1,713 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.