Access Investment Management’s Shopify SHOP Stock Holding History

Access Investment Management’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
2025 Q3	–	Sell	-273	Closed	-$31.5K	–	181
2025 Q2	$31.5K	Buy	+273	New	+$27.3K	0.01%	113

Other funds holding SHOP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Access Investment Management's SHOP Position: Q3 2025 in Review

Access Investment Management sold out of Shopify (SHOP) in Q3 2025, closing a stake of 273 shares — an estimated $31.5K sold.

Access Investment Management first reported a position in SHOP in Q2 2025 and held it in 1 quarter. The position peaked at $31.5K in Q2 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

Access Investment Management reported no remaining Shopify position as of Q3 2025 after selling out during the quarter.
Access Investment Management sold 273 Shopify shares in Q3 2025, an estimated $31.5K.
Access Investment Management first reported a position in Shopify in Q2 2025 and held it in 1 quarter.
Access Investment Management's Shopify position peaked at $31.5K in Q2 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Access Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.