SOA Wealth Advisors’s Shopify SHOP Stock Holding History

SOA Wealth 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	$7.6K	Buy	+7,597	New	+$867K	﹤0.01%	652
2025 Q1	–	Sell	-84	Closed	-$8.93K	–	907
2024 Q4	$8.93K	Buy	+84	New	+$8.17K	﹤0.01%	553
2023 Q4	–	Sell	-391	Closed	-$21.3K	–	945
2023 Q3	$21.3K	Hold	391	–	–	0.01%	406
2023 Q2	$25.3K	Buy	+391	New	+$22.1K	0.01%	395
2022 Q4	–	Sell	-10	Closed	–	–	1008
2022 Q3	$0	Hold	10	–	–	﹤0.01%	976
2022 Q2	$0	Buy	+10	New	+$427	﹤0.01%	1006

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

SOA Wealth Advisors's SHOP Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Shopify (SHOP) in Q2 2026: 7,597 shares worth $7.6K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in SHOP as recently as Q4 2024.

SOA Wealth Advisors first reported a position in SHOP in Q2 2022 and has held it in 6 quarters since. The position peaked at $25.3K in Q2 2023. 1,711 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

SOA Wealth Advisors held 7,597 shares of Shopify worth $7.6K as of Q2 2026.
Shopify was a new SOA Wealth Advisors position in Q2 2026.
Shopify made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #652 holding.
SOA Wealth Advisors first reported a position in Shopify in Q2 2022 and has held it in 6 quarters since.
SOA Wealth Advisors's Shopify position peaked at $25.3K in Q2 2023.
1,711 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.