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Sequoia Financial Advisors’s Shopify SHOP Stock Holding History

Sequoia Financial 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 		$2.47M Sell
21,652
-8,947
-29% -$1.02M 0.01% 546
2026
Q1 		$3.63M Buy
30,599
+8,030
+36% +$1.06M 0.02% 398
2025
Q4 		$3.63M Buy
22,569
+1,218
+6% +$196K 0.02% 392
2025
Q3 		$3.17M Buy
21,351
+1,600
+8% +$217K 0.02% 402
2025
Q2 		$2.28M Buy
19,751
+2,275
+13% +$228K 0.02% 438
2025
Q1 		$1.67M Sell
17,476
-978
-5% -$107K 0.01% 481
2024
Q4 		$1.96M Buy
18,454
+247
+1% +$24K 0.02% 410
2024
Q3 		$1.46M Buy
18,207
+1,099
+6% +$75.9K 0.02% 450
2024
Q2 		$1.13M Sell
17,108
-428
-2% -$28.4K 0.01% 458
2024
Q1 		$1.35M Sell
17,536
-17,143
-49% -$1.35M 0.02% 410
2023
Q4 		$2.7M Buy
34,679
+19,977
+136% +$1.28M 0.03% 297
2023
Q3 		$802K Sell
14,702
-1,477
-9% -$89.5K 0.01% 394
2023
Q2 		$1.05M Buy
16,179
+4,554
+39% +$257K 0.02% 340
2023
Q1 		$557K Buy
11,625
+3,159
+37% +$139K 0.01% 439
2022
Q4 		$294K Buy
+8,466
New +$289K 0.01% 590
2022
Q2 		– Sell
-4,360
Closed -$295K – 667
2022
Q1 		$295K Buy
4,360
+2,060
+90% +$169K 0.01% 504
2021
Q4 		$317K Buy
+2,300
New +$336K 0.01% 435

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

Sequoia Financial Advisors's SHOP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Shopify (SHOP) stake by 29% in Q2 2026, selling an estimated $1.02M and leaving 21,652 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #546.

Sequoia Financial Advisors first reported a position in SHOP in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.63M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Sequoia Financial Advisors held 21,652 shares of Shopify worth $2.47M as of Q2 2026.
  • Sequoia Financial Advisors sold 8,947 Shopify shares in Q2 2026, an estimated $1.02M.
  • Shopify made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #546 holding.
  • Sequoia Financial Advisors first reported a position in Shopify in Q4 2021 and has held it in 17 quarters since.
  • Sequoia Financial Advisors's Shopify position peaked at $3.63M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.