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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
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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Strategic Investment Advisors's SHOP Position: Q1 2026 in Review

Strategic Investment Advisors increased its Shopify (SHOP) stake by 34% in Q1 2026, buying an estimated $55.2K and bringing the position to 1,669 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #310.

Strategic Investment Advisors first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $201K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Strategic Investment Advisors held 1,669 shares of Shopify worth $198K as of Q1 2026.
  • Strategic Investment Advisors bought 420 Shopify shares in Q1 2026, an estimated $55.2K.
  • Shopify made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #310 holding.
  • Strategic Investment Advisors first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Shopify position peaked at $201K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.