Wealth Alliance Advisory Group’s Shopify SHOP Stock Holding History

Wealth Alliance Advisory 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	–	Sell	-3,557	Closed	-$422K	–	213
2026 Q1	$422K	Hold	3,557	–	–	0.07%	129
2025 Q4	$573K	Hold	3,557	–	–	0.1%	110
2025 Q3	$529K	Buy	3,557 +397	+13%	+$53.8K	0.1%	110
2025 Q2	$365K	Buy	3,160 +30	+1%	+$3K	0.07%	135
2025 Q1	$299K	Hold	3,130	–	–	0.06%	147
2024 Q4	$333K	Hold	3,130	–	–	0.07%	128
2024 Q3	$251K	Hold	3,130	–	–	0.05%	161
2024 Q2	$207K	Hold	3,130	–	–	0.05%	176
2024 Q1	$242K	Hold	3,130	–	–	0.06%	161
2023 Q4	$244K	Buy	+3,130	New	+$200K	0.06%	156
2023 Q3	–	Sell	-3,130	Closed	-$202K	–	186
2023 Q2	$202K	Buy	+3,130	New	+$177K	0.07%	156
2022 Q1	–	Sell	-2,680	Closed	-$369K	–	173
2021 Q4	$369K	Hold	2,680	–	–	0.16%	100
2021 Q3	$363K	Hold	2,680	–	–	0.18%	94
2021 Q2	$392K	Hold	2,680	–	–	0.19%	88
2021 Q1	$297K	Sell	2,680 -760	-22%	-$91.8K	0.15%	107
2020 Q4	$389K	Sell	3,440 -80	-2%	-$8.4K	0.21%	78
2020 Q3	$360K	Sell	3,520 -360	-9%	-$35.8K	0.21%	74
2020 Q2	$368K	Buy	+3,880	New	+$269K	0.23%	68

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

Wealth Alliance Advisory Group's SHOP Position: Q2 2026 in Review

Wealth Alliance Advisory Group sold out of Shopify (SHOP) in Q2 2026, closing a stake of 3,557 shares — an estimated $422K sold.

Wealth Alliance Advisory Group first reported a position in SHOP in Q2 2020 and held it in 18 quarters. The position peaked at $573K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Wealth Alliance Advisory Group reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,557 Shopify shares in Q2 2026, an estimated $422K.
Wealth Alliance Advisory Group first reported a position in Shopify in Q2 2020 and held it in 18 quarters.
Wealth Alliance Advisory Group's Shopify position peaked at $573K in Q4 2025.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.