Adero Partners’s Shopify SHOP Stock Holding History

Adero Partners’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 Q1	$224K	Buy	2,346 +43	+2%	+$4.69K	0.01%	219
2024 Q4	$245K	Buy	+2,303	New	+$224K	0.02%	202
2022 Q2	–	Sell	-3,420	Closed	-$231K	–	165
2022 Q1	$231K	Buy	3,420 +240	+8%	+$19.7K	0.03%	145
2021 Q4	$438K	Sell	3,180 -80	-2%	-$11.7K	0.07%	109
2021 Q3	$442K	Buy	3,260 +150	+5%	+$22.5K	0.08%	96
2021 Q2	$454K	Buy	3,110 +110	+4%	+$13.6K	0.11%	86
2021 Q1	$332K	Buy	+3,000	New	+$362K	0.15%	87

Other funds holding SHOP

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Adero Partners's SHOP Position: Q1 2025 in Review

Adero Partners increased its Shopify (SHOP) stake by 1.9% in Q1 2025, buying an estimated $4.69K and bringing the position to 2,346 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #219.

Adero Partners first reported a position in SHOP in Q1 2021 and has held it in 7 quarters since. The position peaked at $454K in Q2 2021. 1,478 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

Adero Partners held 2,346 shares of Shopify worth $224K as of Q1 2025.
Adero Partners bought 43 Shopify shares in Q1 2025, an estimated $4.69K.
Shopify made up 0.01% of Adero Partners's portfolio in Q1 2025, its #219 holding.
Adero Partners first reported a position in Shopify in Q1 2021 and has held it in 7 quarters since.
Adero Partners's Shopify position peaked at $454K in Q2 2021.
1,478 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.