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Roehl & Yi Investment Advisors’s Shopify SHOP Stock Holding History

Roehl & Yi 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 		$229K Sell
2,007
-207
-9% -$23.6K 0.08% 175
2026
Q1 		$263K Sell
2,214
-246
-10% -$32.3K 0.1% 143
2025
Q4 		$396K Sell
2,460
-271
-10% -$43.5K 0.16% 110
2025
Q3 		$406K Sell
2,731
-369
-12% -$50K 0.18% 104
2025
Q2 		$358K Sell
3,100
-82
-3% -$8.2K 0.18% 111
2025
Q1 		$304K Buy
3,182
+2
+0.1% +$218 0.16% 117
2024
Q4 		$338K Buy
+3,180
New +$309K 0.19% 106

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

Roehl & Yi Investment Advisors's SHOP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Shopify (SHOP) stake by 9.3% in Q2 2026, selling an estimated $23.6K and leaving 2,007 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #175.

Roehl & Yi Investment Advisors first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $406K in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Roehl & Yi Investment Advisors held 2,007 shares of Shopify worth $229K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 207 Shopify shares in Q2 2026, an estimated $23.6K.
  • Shopify made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #175 holding.
  • Roehl & Yi Investment Advisors first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Shopify position peaked at $406K in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.