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Moss Adams Wealth Advisors’s Shopify SHOP Stock Holding History

Moss Adams Wealth 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 		$257K Buy
2,253
+109
+5% +$12.4K 0.02% 245
2026
Q1 		$254K Hold
2,144
– – 0.02% 232
2025
Q4 		$345K Hold
2,144
– – 0.03% 179
2025
Q3 		$319K Hold
2,144
– – 0.02% 180
2025
Q2 		$247K Hold
2,144
– – 0.02% 219
2025
Q1 		$205K Buy
+2,144
New +$234K 0.02% 206

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

Moss Adams Wealth Advisors's SHOP Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Shopify (SHOP) stake by 5.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 2,253 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #245.

Moss Adams Wealth Advisors first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $345K in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Moss Adams Wealth Advisors held 2,253 shares of Shopify worth $257K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 109 Shopify shares in Q2 2026, an estimated $12.4K.
  • Shopify made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • Moss Adams Wealth Advisors first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Moss Adams Wealth Advisors's Shopify position peaked at $345K in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.