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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Moneta Group Investment Advisors's SHOP Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Shopify (SHOP) stake by 5.8% in Q1 2026, selling an estimated $70.3K and leaving 8,756 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #353.

Moneta Group Investment Advisors first reported a position in SHOP in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Moneta Group Investment Advisors held 8,756 shares of Shopify worth $1.04M as of Q1 2026.
Moneta Group Investment Advisors sold 535 Shopify shares in Q1 2026, an estimated $70.3K.
Shopify made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #353 holding.
Moneta Group Investment Advisors first reported a position in Shopify in Q2 2020 and has held it in 11 quarters since.
Moneta Group Investment Advisors's Shopify position peaked at $1.5M in Q4 2025.
1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.