TFA
SHOP icon

Transamerica Financial Advisors’s Shopify SHOP Stock Holding History

Transamerica Financial 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 		$3.28M Sell
28,734
-2,652
-8% -$303K 0.28% 87
2026
Q1 		$3.72M Sell
31,386
-904
-3% -$119K 0.32% 78
2025
Q4 		$5.2M Sell
32,290
-918
-3% -$147K 0.43% 64
2025
Q3 		$4.93M Sell
33,208
-1,329
-4% -$180K 0.41% 54
2025
Q2 		$3.98M Sell
34,537
-285
-0.8% -$28.5K 0.37% 68
2025
Q1 		$3.33M Buy
+34,822
New +$3.79M 0.34% 77

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

Transamerica Financial Advisors's SHOP Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Shopify (SHOP) stake by 8.4% in Q2 2026, selling an estimated $303K and leaving 28,734 shares worth $3.28M. The position accounts for 0.28% of the portfolio, ranked #87.

Transamerica Financial Advisors first reported a position in SHOP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.2M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Transamerica Financial Advisors held 28,734 shares of Shopify worth $3.28M as of Q2 2026.
  • Transamerica Financial Advisors sold 2,652 Shopify shares in Q2 2026, an estimated $303K.
  • Shopify made up 0.28% of Transamerica Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Transamerica Financial Advisors first reported a position in Shopify in Q1 2025 and has held it in 6 quarters since.
  • Transamerica Financial Advisors's Shopify position peaked at $5.2M in Q4 2025.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.