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Soltis Investment Advisors’s Shopify SHOP Stock Holding History

Soltis 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 		$706K Sell
6,184
-89
-1% -$10.2K 0.04% 298
2026
Q1 		$744K Sell
6,273
-42
-0.7% -$5.52K 0.05% 264
2025
Q4 		$1.02M Sell
6,315
-566
-8% -$90.9K 0.07% 213
2025
Q3 		$1.02M Sell
6,881
-27
-0.4% -$3.66K 0.07% 199
2025
Q2 		$797K Buy
6,908
+988
+17% +$98.8K 0.06% 200
2025
Q1 		$565K Sell
5,920
-142
-2% -$15.5K 0.05% 225
2024
Q4 		$645K Buy
6,062
+3,249
+115% +$316K 0.06% 213
2024
Q3 		$225K Sell
2,813
-1,700
-38% -$117K 0.02% 329
2024
Q2 		$298K Buy
4,513
+275
+6% +$18.2K 0.03% 261
2024
Q1 		$327K Buy
4,238
+607
+17% +$48K 0.04% 242
2023
Q4 		$283K Buy
+3,631
New +$232K 0.03% 241
2023
Q3 		– Sell
-3,430
Closed -$222K – 279
2023
Q2 		$222K Buy
+3,430
New +$194K 0.03% 239
2022
Q2 		– Sell
-4,630
Closed -$313K – 263
2022
Q1 		$313K Buy
4,630
+10
+0.2% +$821 0.04% 200
2021
Q4 		$636K Buy
4,620
+10
+0.2% +$1.46K 0.09% 153
2021
Q3 		$625K Buy
4,610
+30
+0.7% +$4.5K 0.1% 147
2021
Q2 		$669K Buy
4,580
+60
+1% +$7.39K 0.11% 145
2021
Q1 		$500K Buy
4,520
+10
+0.2% +$1.21K 0.09% 153
2020
Q4 		$511K Buy
4,510
+290
+7% +$30.4K 0.09% 139
2020
Q3 		$432K Hold
4,220
– – 0.1% 132
2020
Q2 		$401K Buy
+4,220
New +$293K 0.1% 131

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

Soltis Investment Advisors's SHOP Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Shopify (SHOP) stake by 1.4% in Q2 2026, selling an estimated $10.2K and leaving 6,184 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #298.

Soltis Investment Advisors first reported a position in SHOP in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.02M in Q3 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Soltis Investment Advisors held 6,184 shares of Shopify worth $706K as of Q2 2026.
  • Soltis Investment Advisors sold 89 Shopify shares in Q2 2026, an estimated $10.2K.
  • Shopify made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #298 holding.
  • Soltis Investment Advisors first reported a position in Shopify in Q2 2020 and has held it in 20 quarters since.
  • Soltis Investment Advisors's Shopify position peaked at $1.02M in Q3 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.