Mountain Capital Investment Advisors’s Shopify SHOP Stock Holding History

Mountain Capital 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	$214K	Sell	1,873 -256	-12%	-$29.2K	0.03%	84
2026 Q1	$264K	Sell	2,129 -494	-19%	-$64.9K	0.04%	66
2025 Q4	$362K	Sell	2,623 -28	-1%	-$4.5K	0.06%	52
2025 Q3	$397K	Buy	2,651 +118	+5%	+$16K	0.07%	49
2025 Q2	$285K	Buy	2,533 +270	+12%	+$27K	0.05%	52
2025 Q1	$215K	Buy	2,263 +153	+7%	+$16.7K	0.05%	55
2024 Q4	$218K	Buy	2,110 +50	+2%	+$4.86K	0.05%	51
2024 Q3	$224K	Buy	+2,060	New	+$142K	0.05%	48

Other funds holding SHOP

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mountain Capital Investment Advisors's SHOP Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $29.2K and leaving 1,873 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #84.

Mountain Capital Investment Advisors first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $397K in Q3 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Mountain Capital Investment Advisors held 1,873 shares of Shopify worth $214K as of Q2 2026.
Mountain Capital Investment Advisors sold 256 Shopify shares in Q2 2026, an estimated $29.2K.
Shopify made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #84 holding.
Mountain Capital Investment Advisors first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
Mountain Capital Investment Advisors's Shopify position peaked at $397K in Q3 2025.
493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.