N.E.W. Advisory Services’s Shopify SHOP Stock Holding History

N.E.W. Advisory Services’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	$18.7K	Hold	164	–	–	﹤0.01%	549
2026 Q1	$19.5K	Buy	164 +20	+14%	+$2.63K	﹤0.01%	512
2025 Q4	$23.2K	Sell	144 -451	-76%	-$72.4K	﹤0.01%	472
2025 Q3	$88.4K	Hold	595	–	–	0.01%	259
2025 Q2	$68.6K	Buy	595 +83	+16%	+$8.3K	0.01%	276
2025 Q1	$48.9K	Buy	+512	New	+$55.8K	﹤0.01%	365
2021 Q1	–	Sell	-11,020	Closed	-$1.25M	–	138
2020 Q4	$1.25M	Sell	11,020 -4,000	-27%	-$420K	0.26%	47
2020 Q3	$1.54M	Buy	15,020 +11,020	+276%	+$1.1M	0.43%	36
2020 Q2	$380K	Buy	+4,000	New	+$278K	0.12%	66

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

N.E.W. Advisory Services's SHOP Position: Q2 2026 in Review

N.E.W. Advisory Services held its Shopify (SHOP) position steady in Q2 2026 at 164 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

N.E.W. Advisory Services first reported a position in SHOP in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.54M in Q3 2020. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

N.E.W. Advisory Services held 164 shares of Shopify worth $18.7K as of Q2 2026.
N.E.W. Advisory Services left its Shopify share count unchanged in Q2 2026.
Shopify made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #549 holding.
N.E.W. Advisory Services first reported a position in Shopify in Q2 2020 and has held it in 9 quarters since.
N.E.W. Advisory Services's Shopify position peaked at $1.54M in Q3 2020.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.