United Capital Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.67M | Sell |
49,633
-8,857
| -15% | -$1.01M | 0.03% | 356 |
|
|
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
United Capital Financial Advisors's SHOP Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Shopify (SHOP) stake by 15% in Q2 2026, selling an estimated $1.01M and leaving 49,633 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #356.
United Capital Financial Advisors first reported a position in SHOP in Q2 2018 and has held it in 31 quarters since. The position peaked at $15.2M in Q4 2021. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.
- United Capital Financial Advisors held 49,633 shares of Shopify worth $5.67M as of Q2 2026.
- United Capital Financial Advisors sold 8,857 Shopify shares in Q2 2026, an estimated $1.01M.
- Shopify made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #356 holding.
- United Capital Financial Advisors first reported a position in Shopify in Q2 2018 and has held it in 31 quarters since.
- United Capital Financial Advisors's Shopify position peaked at $15.2M in Q4 2021.
- 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.