Oakmont Advisory Group’s Shopify SHOP Stock Holding History

Oakmont Advisory Group’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	$11.1K	Buy	+97	New	+$11.1K	0.01%	310

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Oakmont Advisory Group's SHOP Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Shopify (SHOP) in Q2 2026: 97 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings.

1,700 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Oakmont Advisory Group held 97 shares of Shopify worth $11.1K as of Q2 2026.
Shopify was a new Oakmont Advisory Group position in Q2 2026.
Shopify made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #310 holding.
1,700 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.