NIWA
SHOP icon

New Insight Wealth Advisors’s Shopify SHOP Stock Holding History

New Insight Wealth 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 		$362K Sell
3,169
-30
-0.9% -$3.42K 0.11% 92
2026
Q1 		$379K Sell
3,199
-377
-11% -$49.5K 0.14% 81
2025
Q4 		$576K Sell
3,576
-276
-7% -$44.3K 0.21% 69
2025
Q3 		$572K Sell
3,852
-210
-5% -$28.5K 0.22% 71
2025
Q2 		$469K Sell
4,062
-94
-2% -$9.4K 0.19% 69
2025
Q1 		$397K Sell
4,156
-40
-1% -$4.36K 0.18% 68
2024
Q4 		$446K Hold
4,196
– – 0.22% 59
2024
Q3 		$336K Buy
4,196
+501
+14% +$34.6K 0.18% 62
2024
Q2 		$244K Buy
3,695
+230
+7% +$15.3K 0.14% 68
2024
Q1 		$267K Hold
3,465
– – 0.17% 65
2023
Q4 		$270K Buy
+3,465
New +$221K 0.18% 66

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

New Insight Wealth Advisors's SHOP Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Shopify (SHOP) stake by 0.94% in Q2 2026, selling an estimated $3.42K and leaving 3,169 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #92.

New Insight Wealth Advisors first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $576K in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • New Insight Wealth Advisors held 3,169 shares of Shopify worth $362K as of Q2 2026.
  • New Insight Wealth Advisors sold 30 Shopify shares in Q2 2026, an estimated $3.42K.
  • Shopify made up 0.11% of New Insight Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • New Insight Wealth Advisors first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Shopify position peaked at $576K in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.