Seven Mile Advisory
SHOP icon

Seven Mile Advisory’s Shopify SHOP Stock Holding History

Seven Mile Advisory’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
Q3 		$681K Sell
4,590
-39
-0.8% -$5.29K 0.46% 36
2026
Q2 		$529K Buy
4,629
+172
+4% +$19.6K 0.35% 56
2026
Q1 		$529K Buy
4,457
+2,515
+130% +$330K 0.38% 51
2025
Q4 		$313K Sell
1,942
-3,116
-62% -$500K 0.05% 164
2025
Q3 		$752K Buy
5,058
+87
+2% +$11.8K 0.12% 91
2025
Q2 		$573K Sell
4,971
-2
-0% -$200 0.34% 52
2025
Q1 		$475K Sell
4,973
-95
-2% -$10.4K 0.32% 60
2024
Q4 		$539K Buy
5,068
+114
+2% +$11.1K 0.34% 52
2024
Q3 		$397K Buy
4,954
+530
+12% +$36.6K 0.26% 75
2024
Q2 		$292K Buy
4,424
+255
+6% +$16.9K 0.21% 95
2024
Q1 		$322K Buy
4,169
+15
+0.4% +$1.18K 0.24% 91
2023
Q4 		$324K Buy
4,154
+22
+0.5% +$1.4K 0.28% 79
2023
Q3 		$225K Buy
4,132
+40
+1% +$2.42K 0.24% 97
2023
Q2 		$264K Buy
+4,092
New +$231K 0.31% 79

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Seven Mile Advisory's SHOP Position: Q3 2026 in Review

Seven Mile Advisory reduced its Shopify (SHOP) stake by 0.84% in Q3 2026, selling an estimated $5.29K and leaving 4,590 shares worth $681K. The position accounts for 0.46% of the portfolio, ranked #36.

Seven Mile Advisory first reported a position in SHOP in Q2 2023 and has held it in 14 quarters since. The position peaked at $752K in Q3 2025. 1,541 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Seven Mile Advisory held 4,590 shares of Shopify worth $681K as of Q3 2026.
  • Seven Mile Advisory sold 39 Shopify shares in Q3 2026, an estimated $5.29K.
  • Shopify made up 0.46% of Seven Mile Advisory's portfolio in Q3 2026, its #36 holding.
  • Seven Mile Advisory first reported a position in Shopify in Q2 2023 and has held it in 14 quarters since.
  • Seven Mile Advisory's Shopify position peaked at $752K in Q3 2025.
  • 1,541 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.