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Strategic Investment Advisors’s Shopify SHOP Stock Holding History

Strategic 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 		$206K Buy
1,800
+131
+8% +$14.9K 0.01% 312
2026
Q1 		$198K Buy
1,669
+420
+34% +$55.2K 0.01% 310
2025
Q4 		$201K Buy
+1,249
New +$201K 0.02% 239

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

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

Strategic Investment Advisors increased its Shopify (SHOP) stake by 7.8% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,800 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #312.

Strategic Investment Advisors first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Strategic Investment Advisors held 1,800 shares of Shopify worth $206K as of Q2 2026.
  • Strategic Investment Advisors bought 131 Shopify shares in Q2 2026, an estimated $14.9K.
  • Shopify made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #312 holding.
  • Strategic Investment Advisors first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.