United Advisor Group’s Shopify SHOP Stock Holding History

United Advisor Group’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	$2.53M	Buy	22,138 +676	+3%	+$77.1K	0.27%	104
2026 Q1	$2.55M	Sell	21,462 -626	-3%	-$82.3K	0.31%	83
2025 Q4	$3.56M	Sell	22,088 -6,498	-23%	-$1.04M	0.44%	56
2025 Q3	$4.25M	Buy	+28,586	New	+$3.88M	0.57%	38
2025 Q1	–	Sell	-38,731	Closed	-$4.12M	–	385
2024 Q4	$4.12M	Sell	38,731 -1,364	-3%	-$133K	0.81%	30
2024 Q3	$3.21M	Buy	+40,095	New	+$2.77M	0.73%	34

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

United Advisor Group's SHOP Position: Q2 2026 in Review

United Advisor Group increased its Shopify (SHOP) stake by 3.1% in Q2 2026, buying an estimated $77.1K and bringing the position to 22,138 shares worth $2.53M. The position accounts for 0.27% of the portfolio, ranked #104.

United Advisor Group first reported a position in SHOP in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.25M in Q3 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

United Advisor Group held 22,138 shares of Shopify worth $2.53M as of Q2 2026.
United Advisor Group bought 676 Shopify shares in Q2 2026, an estimated $77.1K.
Shopify made up 0.27% of United Advisor Group's portfolio in Q2 2026, its #104 holding.
United Advisor Group first reported a position in Shopify in Q3 2024 and has held it in 6 quarters since.
United Advisor Group's Shopify position peaked at $4.25M in Q3 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.