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
Q2 		– Sell
-10,550
Closed -$1.25M – 87
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 $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

NIA Impact Advisors's SHOP Position: Q2 2026 in Review

NIA Impact Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 10,550 shares — an estimated $1.25M sold.

NIA Impact Advisors first reported a position in SHOP in Q4 2024 and held it in 6 quarters. The position peaked at $4.27M in Q4 2025. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • NIA Impact Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • NIA Impact Advisors sold 10,550 Shopify shares in Q2 2026, an estimated $1.25M.
  • NIA Impact Advisors first reported a position in Shopify in Q4 2024 and held it in 6 quarters.
  • NIA Impact Advisors's Shopify position peaked at $4.27M in Q4 2025.
  • 1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.