SageView Advisory Group’s Shopify SHOP Stock Holding History

SageView 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	$411K	Sell	3,598 -671	-16%	-$76.6K	0.01%	403
2026 Q1	$506K	Sell	4,269 -2,944	-41%	-$387K	0.02%	352
2025 Q4	$1.16M	Sell	7,213 -226	-3%	-$36.3K	0.04%	238
2025 Q3	$1.11M	Buy	7,439 +2,737	+58%	+$371K	0.04%	255
2025 Q2	$596K	Sell	4,702 -138	-3%	-$13.8K	0.02%	335
2025 Q1	$462K	Buy	4,840 +1,662	+52%	+$181K	0.02%	363
2024 Q4	$338K	Buy	+3,178	New	+$309K	0.01%	422
2024 Q3	–	Sell	-3,087	Closed	-$204K	–	561
2024 Q2	$204K	Buy	+3,087	New	+$205K	0.01%	540
2024 Q1	–	Sell	-5,252	Closed	-$432K	–	760
2023 Q4	$432K	Buy	+5,252	New	+$335K	0.02%	422

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

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

SageView Advisory Group reduced its Shopify (SHOP) stake by 16% in Q2 2026, selling an estimated $76.6K and leaving 3,598 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #403.

SageView Advisory Group first reported a position in SHOP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

SageView Advisory Group held 3,598 shares of Shopify worth $411K as of Q2 2026.
SageView Advisory Group sold 671 Shopify shares in Q2 2026, an estimated $76.6K.
Shopify made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #403 holding.
SageView Advisory Group first reported a position in Shopify in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Shopify position peaked at $1.16M in Q4 2025.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.