Wealth Alliance
SHOP icon

Wealth Alliance’s Shopify SHOP Stock Holding History

Wealth Alliance’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
Q3 		$543K Sell
3,661
-418
-10% -$56.7K 0.04% 293
2026
Q2 		$466K Sell
4,079
-1,293
-24% -$148K 0.04% 329
2026
Q1 		$637K Sell
5,372
-456
-8% -$59.9K 0.06% 248
2025
Q4 		$938K Sell
5,828
-531
-8% -$85.3K 0.09% 192
2025
Q3 		$945K Sell
6,359
-1,582
-20% -$214K 0.1% 184
2025
Q2 		$916K Sell
7,941
-13
-0.2% -$1.3K 0.1% 178
2025
Q1 		$759K Sell
7,954
-967
-11% -$105K 0.09% 199
2024
Q4 		$949K Sell
8,921
-51
-0.6% -$4.96K 0.11% 166
2024
Q3 		$719K Buy
8,972
+2,000
+29% +$138K 0.09% 206
2024
Q2 		$461K Buy
6,972
+1,448
+26% +$96K 0.06% 263
2024
Q1 		$426K Sell
5,524
-1,308
-19% -$103K 0.06% 308
2023
Q4 		$532K Buy
6,832
+1,440
+27% +$92K 0.07% 245
2023
Q3 		$294K Buy
5,392
+563
+12% +$34.1K 0.05% 355
2023
Q2 		$312K Buy
+4,829
New +$273K 0.05% 368
2021
Q2 		– Sell
-2,300
Closed -$254K – 428
2021
Q1 		$254K Sell
2,300
-1,330
-37% -$161K 0.07% 331
2020
Q4 		$411K Sell
3,630
-360
-9% -$37.8K 0.12% 205
2020
Q3 		$408K Sell
3,990
-560
-12% -$55.7K 0.15% 174
2020
Q2 		$432K Sell
4,550
-400
-8% -$27.8K 0.17% 158
2020
Q1 		$206K Buy
+4,950
New +$223K 0.11% 218

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wealth Alliance's SHOP Position: Q3 2026 in Review

Wealth Alliance reduced its Shopify (SHOP) stake by 10% in Q3 2026, selling an estimated $56.7K and leaving 3,661 shares worth $543K. The position accounts for 0.04% of the portfolio, ranked #293.

Wealth Alliance first reported a position in SHOP in Q1 2020 and has held it in 19 quarters since. The position peaked at $949K in Q4 2024. 1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Wealth Alliance held 3,661 shares of Shopify worth $543K as of Q3 2026.
  • Wealth Alliance sold 418 Shopify shares in Q3 2026, an estimated $56.7K.
  • Shopify made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #293 holding.
  • Wealth Alliance first reported a position in Shopify in Q1 2020 and has held it in 19 quarters since.
  • Wealth Alliance's Shopify position peaked at $949K in Q4 2024.
  • 1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.