Powell Investment Advisors’s Shopify SHOP Stock Holding History

Powell Investment 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	$422K	Hold	3,695	–	–	0.13%	87
2026 Q1	$438K	Hold	3,695	–	–	0.15%	89
2025 Q4	$595K	Hold	3,695	–	–	0.2%	67
2025 Q3	$549K	Hold	3,695	–	–	0.19%	74
2025 Q2	$426K	Buy	+3,695	New	+$370K	0.16%	80
2025 Q1	–	Sell	-3,635	Closed	-$387K	–	157
2024 Q4	$387K	Hold	3,635	–	–	0.18%	81
2024 Q3	$291K	Hold	3,635	–	–	0.14%	90
2024 Q2	$240K	Hold	3,635	–	–	0.12%	101
2024 Q1	$281K	Sell	3,635 -1,200	-25%	-$94.8K	0.15%	87
2023 Q4	$377K	Hold	4,835	–	–	0.21%	73
2023 Q3	$264K	Buy	+4,835	New	+$293K	0.16%	85

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

Powell Investment Advisors's SHOP Position: Q2 2026 in Review

Powell Investment Advisors held its Shopify (SHOP) position steady in Q2 2026 at 3,695 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #87.

Powell Investment Advisors first reported a position in SHOP in Q3 2023 and has held it in 11 quarters since. The position peaked at $595K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Powell Investment Advisors held 3,695 shares of Shopify worth $422K as of Q2 2026.
Powell Investment Advisors left its Shopify share count unchanged in Q2 2026.
Shopify made up 0.13% of Powell Investment Advisors's portfolio in Q2 2026, its #87 holding.
Powell Investment Advisors first reported a position in Shopify in Q3 2023 and has held it in 11 quarters since.
Powell Investment Advisors's Shopify position peaked at $595K in Q4 2025.
1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.