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

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

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. 1,718 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.
1,718 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.