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Signature Estate & Investment Advisors’s Shopify SHOP Stock Holding History

Signature Estate & 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 		$424K Buy
3,710
+791
+27% +$90.3K 0.01% 467
2026
Q1 		$346K Buy
2,919
+359
+14% +$47.2K 0.01% 505
2025
Q4 		$412K Buy
2,560
+154
+6% +$24.7K 0.01% 427
2025
Q3 		$358K Sell
2,406
-29
-1% -$3.93K 0.01% 451
2025
Q2 		$281K Buy
2,435
+36
+2% +$3.6K 0.01% 479
2025
Q1 		$229K Buy
2,399
+25
+1% +$2.72K 0.01% 500
2024
Q4 		$252K Buy
+2,374
New +$231K 0.01% 453
2024
Q3 		– Sell
-3,779
Closed -$250K – 536
2024
Q2 		$250K Buy
3,779
+964
+34% +$63.9K 0.01% 437
2024
Q1 		$217K Buy
2,815
+156
+6% +$12.3K 0.01% 166
2023
Q4 		$207K Buy
+2,659
New +$170K 0.01% 175
2022
Q1 		– Sell
-2,250
Closed -$310K – 172
2021
Q4 		$310K Buy
2,250
+320
+17% +$46.8K 0.01% 141
2021
Q3 		$262K Hold
1,930
– – 0.01% 145
2021
Q2 		$282K Sell
1,930
-230
-11% -$28.3K 0.01% 143
2021
Q1 		$239K Buy
+2,160
New +$261K 0.01% 149

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Signature Estate & Investment Advisors's SHOP Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Shopify (SHOP) stake by 27% in Q2 2026, buying an estimated $90.3K and bringing the position to 3,710 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #467.

Signature Estate & Investment Advisors first reported a position in SHOP in Q1 2021 and has held it in 14 quarters since. 1,001 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,710 shares of Shopify worth $424K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 791 Shopify shares in Q2 2026, an estimated $90.3K.
  • Shopify made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #467 holding.
  • Signature Estate & Investment Advisors first reported a position in Shopify in Q1 2021 and has held it in 14 quarters since.
  • 1,001 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.