United Capital Financial Advisors’s Shopify SHOP Stock Holding History

United Capital 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 Q1	$6.94M	Buy	58,490 +7,097	+14%	+$933K	0.04%	302
2025 Q4	$8.27M	Buy	51,393 +25,608	+99%	+$4.11M	0.05%	279
2025 Q3	$3.83M	Buy	25,785 +9,316	+57%	+$1.26M	0.03%	338
2025 Q2	$1.9M	Buy	16,469 +5,529	+51%	+$553K	0.02%	454
2025 Q1	$1.04M	Sell	10,940 -288	-3%	-$31.4K	0.01%	556
2024 Q4	$1.19M	Buy	11,228 +430	+4%	+$41.8K	0.01%	517
2024 Q3	$865K	Buy	10,798 +2,626	+32%	+$181K	0.01%	577
2024 Q2	$540K	Buy	8,172 +192	+2%	+$12.7K	﹤0.01%	693
2024 Q1	$616K	Sell	7,980 -733	-8%	-$57.9K	0.01%	684
2023 Q4	$679K	Buy	8,713 +1,867	+27%	+$119K	0.01%	650
2023 Q3	$374K	Buy	6,846 +374	+6%	+$22.7K	﹤0.01%	694
2023 Q2	$418K	Sell	6,472 -3,129	-33%	-$177K	﹤0.01%	709
2023 Q1	$460K	Buy	9,601 +264	+3%	+$11.6K	﹤0.01%	739
2022 Q4	$324K	Buy	+9,337	New	+$319K	﹤0.01%	865
2022 Q2	–	Sell	-81,700	Closed	-$5.52M	–	1189
2022 Q1	$5.52M	Sell	81,700 -28,430	-26%	-$2.33M	0.03%	354
2021 Q4	$15.2M	Buy	110,130 +2,880	+3%	+$421K	0.07%	233
2021 Q3	$14.5M	Buy	107,250 +4,790	+5%	+$718K	0.07%	229
2021 Q2	$15M	Buy	102,460 +10,900	+12%	+$1.34M	0.08%	226
2021 Q1	$10.1M	Buy	91,560 +22,110	+32%	+$2.67M	0.06%	256
2020 Q4	$7.86M	Buy	69,450 +27,820	+67%	+$2.92M	0.05%	284
2020 Q3	$4.26M	Sell	41,630 -31,860	-43%	-$3.17M	0.03%	369
2020 Q2	$6.98M	Buy	73,490 +45,710	+165%	+$3.17M	0.05%	303
2020 Q1	$1.16M	Sell	27,780 -8,290	-23%	-$374K	0.01%	599
2019 Q4	$1.43M	Buy	36,070 +90	+0.3%	+$3.04K	0.01%	675
2019 Q3	$1.12M	Sell	35,980 -22,400	-38%	-$767K	0.01%	712
2019 Q2	$1.75M	Sell	58,380 -117,450	-67%	-$3.06M	0.01%	657
2019 Q1	$3.63M	Buy	175,830 +152,140	+642%	+$2.69M	0.03%	467
2018 Q4	$328K	Buy	23,690 +1,100	+5%	+$15.5K	﹤0.01%	1035
2018 Q3	$372K	Buy	22,590 +3,480	+18%	+$53K	﹤0.01%	1033
2018 Q2	$279K	Buy	+19,110	New	+$270K	﹤0.01%	1106

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

United Capital Financial Advisors's SHOP Position: Q1 2026 in Review

United Capital Financial Advisors increased its Shopify (SHOP) stake by 14% in Q1 2026, buying an estimated $933K and bringing the position to 58,490 shares worth $6.94M. The position accounts for 0.04% of the portfolio, ranked #302.

United Capital Financial Advisors first reported a position in SHOP in Q2 2018 and has held it in 30 quarters since. The position peaked at $15.2M in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

United Capital Financial Advisors held 58,490 shares of Shopify worth $6.94M as of Q1 2026.
United Capital Financial Advisors bought 7,097 Shopify shares in Q1 2026, an estimated $933K.
Shopify made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #302 holding.
United Capital Financial Advisors first reported a position in Shopify in Q2 2018 and has held it in 30 quarters since.
United Capital Financial Advisors's Shopify position peaked at $15.2M in Q4 2021.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.