Alpine Bank Wealth Management’s Shopify SHOP Stock Holding History

Alpine Bank Wealth 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 Q4	–	Sell	-1,174	Closed	-$174K	–	357
2025 Q3	$174K	Sell	1,174 -120	-9%	-$16.3K	0.02%	166
2025 Q2	$149K	Buy	1,294 +294	+29%	+$29.4K	0.02%	165
2025 Q1	$95.5K	Buy	+1,000	New	+$109K	0.02%	184
2024 Q3	$80.1K	Buy	+1,000	New	+$69.1K	0.01%	209

Other funds holding SHOP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Alpine Bank Wealth Management's SHOP Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Shopify (SHOP) in Q4 2025, closing a stake of 1,174 shares — an estimated $174K sold.

Alpine Bank Wealth Management first reported a position in SHOP in Q3 2024 and held it in 4 quarters. The position peaked at $174K in Q3 2025. 1,885 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Alpine Bank Wealth Management reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 1,174 Shopify shares in Q4 2025, an estimated $174K.
Alpine Bank Wealth Management first reported a position in Shopify in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's Shopify position peaked at $174K in Q3 2025.
1,885 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.