MYIA
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Mount Yale Investment Advisors’s Shopify SHOP Stock Holding History

Mount Yale 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 		$2.1M Sell
18,414
-2,604
-12% -$297K 0.04% 399
2026
Q1 		$2.49M Buy
21,018
+12,814
+156% +$1.68M 0.06% 329
2025
Q4 		$1.32M Buy
8,204
+809
+11% +$130K 0.06% 264
2025
Q3 		$1.1M Sell
7,395
-697
-9% -$94.5K 0.08% 269
2025
Q2 		$933K Buy
8,092
+5,150
+175% +$515K 0.07% 219
2025
Q1 		$281K Buy
2,942
+239
+9% +$26K 0.02% 454
2024
Q4 		$287K Buy
+2,703
New +$263K 0.02% 453
2022
Q3 		– Sell
-24,147
Closed -$754K – 473
2022
Q2 		$754K Sell
24,147
-9,063
-27% -$387K 0.1% 212
2022
Q1 		$2.25M Buy
33,210
+4,180
+14% +$343K 0.24% 97
2021
Q4 		$4M Sell
29,030
-260
-0.9% -$38K 0.42% 54
2021
Q3 		$3.97M Buy
29,290
+3,320
+13% +$497K 0.46% 50
2021
Q2 		$3.79M Sell
25,970
-1,720
-6% -$212K 0.46% 54
2021
Q1 		$3.06M Buy
27,690
+1,400
+5% +$169K 0.4% 65
2020
Q4 		$2.98M Buy
26,290
+380
+1% +$39.9K 0.42% 66
2020
Q3 		$2.65M Sell
25,910
-22,670
-47% -$2.25M 0.38% 64
2020
Q2 		$4.61M Buy
48,580
+320
+0.7% +$22.2K 0.83% 28
2020
Q1 		$2.01M Sell
48,260
-29,740
-38% -$1.34M 0.45% 55
2019
Q4 		$3.63M Sell
78,000
-90
-0.1% -$3.04K 0.63% 39
2019
Q3 		$2.39M Sell
78,090
-4,430
-5% -$152K 0.43% 60
2019
Q2 		$2.82M Sell
82,520
-57,380
-41% -$1.49M 0.52% 44
2019
Q1 		$2.89M Sell
139,900
-3,610
-3% -$63.7K 0.54% 43
2018
Q4 		$2.48M Sell
143,510
-10,950
-7% -$154K 0.5% 46
2018
Q3 		$2.29M Buy
154,460
+5,060
+3% +$77.1K 0.4% 55
2018
Q2 		$2.18M Buy
+149,400
New +$2.11M 0.41% 60

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

Mount Yale Investment Advisors's SHOP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $297K and leaving 18,414 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #399.

Mount Yale Investment Advisors first reported a position in SHOP in Q2 2018 and has held it in 24 quarters since. The position peaked at $4.61M in Q2 2020. 1,707 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Mount Yale Investment Advisors held 18,414 shares of Shopify worth $2.1M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,604 Shopify shares in Q2 2026, an estimated $297K.
  • Shopify made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #399 holding.
  • Mount Yale Investment Advisors first reported a position in Shopify in Q2 2018 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's Shopify position peaked at $4.61M in Q2 2020.
  • 1,707 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.