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Naples Global Advisors’s Shopify SHOP Stock Holding History

Naples Global 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 		$531K Sell
4,654
-34
-0.7% -$3.88K 0.03% 329
2026
Q1 		$556K Sell
4,688
-16
-0.3% -$2.1K 0.04% 307
2025
Q4 		$757K Sell
4,704
-21
-0.4% -$3.37K 0.06% 265
2025
Q3 		$702K Sell
4,725
-22
-0.5% -$2.98K 0.05% 278
2025
Q2 		$548K Sell
4,747
-16
-0.3% -$1.6K 0.05% 292
2025
Q1 		$455K Buy
4,763
+54
+1% +$5.88K 0.04% 307
2024
Q4 		$501K Buy
4,709
+855
+22% +$83.2K 0.05% 290
2024
Q3 		$309K Hold
3,854
– – 0.03% 346
2024
Q2 		$255K Buy
3,854
+93
+2% +$6.17K 0.03% 357
2024
Q1 		$290K Buy
3,761
+222
+6% +$17.5K 0.03% 349
2023
Q4 		$276K Buy
+3,539
New +$226K 0.03% 354
2023
Q3 		– Sell
-3,403
Closed -$220K – 408
2023
Q2 		$220K Buy
+3,403
New +$192K 0.03% 374
2022
Q2 		– Sell
-5,150
Closed -$348K – 390
2022
Q1 		$348K Sell
5,150
-590
-10% -$48.4K 0.04% 319
2021
Q4 		$791K Buy
5,740
+590
+11% +$86.2K 0.09% 227
2021
Q3 		$698K Hold
5,150
– – 0.09% 236
2021
Q2 		$752K Hold
5,150
– – 0.1% 224
2021
Q1 		$570K Sell
5,150
-440
-8% -$53.2K 0.09% 244
2020
Q4 		$633K Hold
5,590
– – 0.11% 216
2020
Q3 		$572K Buy
5,590
+250
+5% +$24.9K 0.11% 205
2020
Q2 		$507K Hold
5,340
– – 0.11% 208
2020
Q1 		$223K Hold
5,340
– – 0.06% 286
2019
Q4 		$212K Buy
+5,340
New +$181K 0.04% 306

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

Naples Global Advisors's SHOP Position: Q2 2026 in Review

Naples Global Advisors reduced its Shopify (SHOP) stake by 0.73% in Q2 2026, selling an estimated $3.88K and leaving 4,654 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #329.

Naples Global Advisors first reported a position in SHOP in Q4 2019 and has held it in 22 quarters since. The position peaked at $791K in Q4 2021. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Naples Global Advisors held 4,654 shares of Shopify worth $531K as of Q2 2026.
  • Naples Global Advisors sold 34 Shopify shares in Q2 2026, an estimated $3.88K.
  • Shopify made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #329 holding.
  • Naples Global Advisors first reported a position in Shopify in Q4 2019 and has held it in 22 quarters since.
  • Naples Global Advisors's Shopify position peaked at $791K in Q4 2021.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.