OneDigital Investment Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.83M | Buy |
15,988
+4,036
| +34% | +$461K | 0.02% | 528 |
|
|
2026
Q1 | $1.42M | Sell |
11,952
-1,950
| -14% | -$256K | 0.01% | 573 |
|
|
2025
Q4 | $2.24M | Sell |
13,902
-659
| -5% | -$106K | 0.02% | 434 |
|
|
2025
Q3 | $2.16M | Sell |
14,561
-3,467
| -19% | -$470K | 0.02% | 424 |
|
|
2025
Q2 | $2.08M | Buy |
18,028
+768
| +4% | +$76.8K | 0.02% | 422 |
|
|
2025
Q1 | $1.65M | Sell |
17,260
-577
| -3% | -$62.9K | 0.02% | 450 |
|
|
2024
Q4 | $1.9M | Sell |
17,837
-1,533
| -8% | -$149K | 0.02% | 436 |
|
|
2024
Q3 | $1.55M | Buy |
19,370
+2,191
| +13% | +$151K | 0.02% | 516 |
|
|
2024
Q2 | $1.13M | Buy |
17,179
+5,511
| +47% | +$366K | 0.01% | 576 |
|
|
2024
Q1 | $900K | Sell |
11,668
-16
| -0.1% | -$1.26K | 0.01% | 542 |
|
|
2023
Q4 | $910K | Buy |
11,684
+1,106
| +10% | +$70.6K | 0.02% | 511 |
|
|
2023
Q3 | $577K | Buy |
10,578
+181
| +2% | +$11K | 0.01% | 590 |
|
|
2023
Q2 | $672K | Sell |
10,397
-7,425
| -42% | -$420K | 0.01% | 534 |
|
|
2023
Q1 | $854K | Buy |
17,822
+7,732
| +77% | +$340K | 0.02% | 436 |
|
|
2022
Q4 | $350K | Sell |
10,090
-1,592
| -14% | -$54.4K | 0.01% | 616 |
|
|
2022
Q3 | $315K | Sell |
11,682
-1,758
| -13% | -$59.8K | 0.01% | 588 |
|
|
2022
Q2 | $420K | Buy |
13,440
+4,360
| +48% | +$186K | 0.02% | 470 |
|
|
2022
Q1 | $614K | Sell |
9,080
-370
| -4% | -$30.4K | 0.02% | 385 |
|
|
2021
Q4 | $1.3M | Sell |
9,450
-380
| -4% | -$55.5K | 0.05% | 239 |
|
|
2021
Q3 | $1.33M | Buy |
9,830
+590
| +6% | +$88.4K | 0.05% | 215 |
|
|
2021
Q2 | $1.35M | Buy |
9,240
+150
| +2% | +$18.5K | 0.06% | 208 |
|
|
2021
Q1 | $1.01M | Buy |
9,090
+130
| +1% | +$15.7K | 0.05% | 238 |
|
|
2020
Q4 | $1.01M | Buy |
8,960
+1,000
| +13% | +$105K | 0.05% | 229 |
|
|
2020
Q3 | $814K | Buy |
7,960
+1,240
| +18% | +$123K | 0.06% | 227 |
|
|
2020
Q2 | $638K | Buy |
6,720
+1,110
| +20% | +$77K | 0.05% | 268 |
|
|
2020
Q1 | $234K | Buy |
+5,610
| New | +$253K | 0.02% | 435 |
|
|
2019
Q3 | – | Sell |
-320
| Closed | -$10K | – | 1049 |
|
|
2019
Q2 | $10K | Hold |
320
| – | – | ﹤0.01% | 941 |
|
|
2019
Q1 | $7K | Buy |
320
+250
| +357% | +$4.41K | ﹤0.01% | 949 |
|
|
2018
Q4 | $1K | Buy |
+70
| New | +$985 | ﹤0.01% | 1077 |
|
|
2018
Q3 | – | Sell |
-7,250
| Closed | -$106K | – | 1190 |
|
|
2018
Q2 | $106K | Buy |
7,250
+7,180
| +10,257% | +$102K | 0.02% | 323 |
|
|
2018
Q1 | $1K | Buy |
+70
| New | +$906 | ﹤0.01% | 1297 |
|
Other funds holding SHOP
OneDigital Investment Advisors's SHOP Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Shopify (SHOP) stake by 34% in Q2 2026, buying an estimated $461K and bringing the position to 15,988 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #528.
OneDigital Investment Advisors first reported a position in SHOP in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.24M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.
- OneDigital Investment Advisors held 15,988 shares of Shopify worth $1.83M as of Q2 2026.
- OneDigital Investment Advisors bought 4,036 Shopify shares in Q2 2026, an estimated $461K.
- Shopify made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #528 holding.
- OneDigital Investment Advisors first reported a position in Shopify in Q1 2018 and has held it in 31 quarters since.
- OneDigital Investment Advisors's Shopify position peaked at $2.24M in Q4 2025.
- 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.