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New England Capital Financial Advisors’s Shopify SHOP Stock Holding History

New England Capital Financial 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 		$1.26K Hold
11
– – ﹤0.01% 376
2026
Q1 		$1.3K Hold
11
– – ﹤0.01% 370
2025
Q4 		$1.77K Hold
11
– – ﹤0.01% 354
2025
Q3 		$1.64K Hold
11
– – ﹤0.01% 356
2025
Q2 		$1.27K Hold
11
– – ﹤0.01% 357
2025
Q1 		$1.05K Hold
11
– – ﹤0.01% 335
2024
Q4 		$1.17K Hold
11
– – ﹤0.01% 350
2024
Q3 		$882 Hold
11
– – ﹤0.01% 350
2024
Q2 		$727 Hold
11
– – ﹤0.01% 350
2024
Q1 		$849 Sell
11
-2,000
-99% -$158K ﹤0.01% 342
2023
Q4 		$157K Hold
2,011
– – 0.09% 60
2023
Q3 		$110K Hold
2,011
– – 0.08% 68
2023
Q2 		$130K Sell
2,011
-1,000
-33% -$56.5K 0.09% 61
2023
Q1 		$144K Sell
3,011
-29
-1% -$1.28K 0.1% 60
2022
Q4 		$123K Buy
+3,040
New +$104K 0.09% 64

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New England Capital Financial Advisors's SHOP Position: Q2 2026 in Review

New England Capital Financial Advisors held its Shopify (SHOP) position steady in Q2 2026 at 11 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

New England Capital Financial Advisors first reported a position in SHOP in Q4 2022 and has held it in 15 quarters since. The position peaked at $157K in Q4 2023. 571 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • New England Capital Financial Advisors held 11 shares of Shopify worth $1.26K as of Q2 2026.
  • New England Capital Financial Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #376 holding.
  • New England Capital Financial Advisors first reported a position in Shopify in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Shopify position peaked at $157K in Q4 2023.
  • 571 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.