NIA
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NIA Impact Advisors’s Shopify SHOP Stock Holding History

NIA Impact 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 		$1.25M Sell
10,550
-15,982
-60% -$2.1M 0.56% 54
2025
Q4 		$4.27M Sell
26,532
-348
-1% -$55.9K 1.43% 29
2025
Q3 		$3.99M Buy
26,880
+123
+0.5% +$16.7K 1.3% 29
2025
Q2 		$3.09M Sell
26,757
-288
-1% -$28.8K 1.07% 39
2025
Q1 		$2.58M Buy
27,045
+2,509
+10% +$273K 0.96% 40
2024
Q4 		$2.61M Buy
+24,536
New +$2.39M 0.85% 41

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

NIA Impact Advisors's SHOP Position: Q1 2026 in Review

NIA Impact Advisors reduced its Shopify (SHOP) stake by 60% in Q1 2026, selling an estimated $2.1M and leaving 10,550 shares worth $1.25M. The position accounts for 0.56% of the portfolio, ranked #54.

NIA Impact Advisors first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.27M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • NIA Impact Advisors held 10,550 shares of Shopify worth $1.25M as of Q1 2026.
  • NIA Impact Advisors sold 15,982 Shopify shares in Q1 2026, an estimated $2.1M.
  • Shopify made up 0.56% of NIA Impact Advisors's portfolio in Q1 2026, its #54 holding.
  • NIA Impact Advisors first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
  • NIA Impact Advisors's Shopify position peaked at $4.27M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.