MA
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Mutual Advisors’s Shopify SHOP Stock Holding History

Mutual 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 		$2.86M Buy
24,130
+2,314
+11% +$304K 0.06% 295
2025
Q4 		$3.51M Buy
21,816
+1,395
+7% +$224K 0.08% 250
2025
Q3 		$3.41M Sell
20,421
-1,649
-7% -$224K 0.08% 249
2025
Q2 		$2.75M Sell
22,070
-1,016
-4% -$102K 0.07% 257
2025
Q1 		$2.24M Sell
23,086
-243
-1% -$26.5K 0.06% 265
2024
Q4 		$2.41M Sell
23,329
-1,358
-6% -$132K 0.07% 239
2024
Q3 		$1.97M Sell
24,687
-717
-3% -$49.5K 0.06% 283
2024
Q2 		$1.52M Buy
25,404
+296
+1% +$19.6K 0.05% 341
2024
Q1 		$1.94M Sell
25,108
-5,053
-17% -$399K 0.06% 285
2023
Q4 		$2.35M Buy
30,161
+1,639
+6% +$105K 0.08% 232
2023
Q3 		$1.56M Buy
28,522
+1,009
+4% +$61.1K 0.06% 311
2023
Q2 		$1.78M Buy
27,513
+429
+2% +$24.3K 0.07% 280
2023
Q1 		$1.3M Sell
27,084
-9,561
-26% -$421K 0.05% 352
2022
Q4 		$1.27M Buy
36,645
+945
+3% +$32.3K 0.06% 344
2022
Q3 		$962K Buy
35,700
+610
+2% +$20.8K 0.05% 374
2022
Q2 		$1.1M Buy
35,090
+14,530
+71% +$620K 0.07% 313
2022
Q1 		$1.39M Buy
20,560
+2,580
+14% +$212K 0.08% 278
2021
Q4 		$2.48M Buy
17,980
+9,760
+119% +$1.43M 0.13% 191
2021
Q3 		$1.11M Sell
8,220
-90
-1% -$13.5K 0.07% 333
2021
Q2 		$1.21M Buy
8,310
+640
+8% +$78.9K 0.07% 317
2021
Q1 		$849K Buy
7,670
+160
+2% +$19.3K 0.06% 360
2020
Q4 		$850K Buy
7,510
+290
+4% +$30.4K 0.06% 347
2020
Q3 		$739K Buy
7,220
+910
+14% +$90.5K 0.06% 325
2020
Q2 		$599K Buy
6,310
+140
+2% +$9.72K 0.06% 342
2020
Q1 		$257K Buy
+6,170
New +$278K 0.03% 434

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mutual Advisors's SHOP Position: Q1 2026 in Review

Mutual Advisors increased its Shopify (SHOP) stake by 11% in Q1 2026, buying an estimated $304K and bringing the position to 24,130 shares worth $2.86M. The position accounts for 0.06% of the portfolio, ranked #295.

Mutual Advisors first reported a position in SHOP in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.51M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Mutual Advisors held 24,130 shares of Shopify worth $2.86M as of Q1 2026.
  • Mutual Advisors bought 2,314 Shopify shares in Q1 2026, an estimated $304K.
  • Shopify made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #295 holding.
  • Mutual Advisors first reported a position in Shopify in Q1 2020 and has held it in 25 quarters since.
  • Mutual Advisors's Shopify position peaked at $3.51M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.