Atria Wealth Solutions’s Shopify SHOP Stock Holding History

Atria Wealth Solutions’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 Q2	$2.47M	Sell	21,394 -26,047	-55%	-$2.61M	0.06%	361
2025 Q1	$4.53M	Sell	47,441 -8,642	-15%	-$942K	0.05%	366
2024 Q4	$5.96M	Sell	56,083 -8,002	-12%	-$778K	0.07%	314
2024 Q3	$5.14M	Sell	64,085 -11,337	-15%	-$783K	0.06%	341
2024 Q2	$4.98M	Buy	75,422 +2,837	+4%	+$188K	0.06%	347
2024 Q1	$5.6M	Sell	72,585 -855	-1%	-$67.5K	0.06%	308
2023 Q4	$5.72M	Sell	73,440 -2,321	-3%	-$148K	0.07%	275
2023 Q3	$4.13M	Sell	75,761 -2,241	-3%	-$136K	0.06%	338
2023 Q2	$5.04M	Buy	78,002 +6,159	+9%	+$348K	0.07%	286
2023 Q1	$3.44M	Buy	71,843 +2,894	+4%	+$127K	0.05%	367
2022 Q4	$2.39M	Sell	68,949 -2,672	-4%	-$91.2K	0.04%	447
2022 Q3	$1.93M	Buy	71,621 +14,057	+24%	+$478K	0.03%	495
2022 Q2	$1.8M	Buy	57,564 +16,854	+41%	+$720K	0.03%	485
2022 Q1	$2.75M	Buy	+40,710	New	+$3.34M	0.05%	393

Other funds holding SHOP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Atria Wealth Solutions's SHOP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Shopify (SHOP) stake by 55% in Q2 2025, selling an estimated $2.61M and leaving 21,394 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #361.

Atria Wealth Solutions first reported a position in SHOP in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.96M in Q4 2024. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Atria Wealth Solutions held 21,394 shares of Shopify worth $2.47M as of Q2 2025.
Atria Wealth Solutions sold 26,047 Shopify shares in Q2 2025, an estimated $2.61M.
Shopify made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #361 holding.
Atria Wealth Solutions first reported a position in Shopify in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Shopify position peaked at $5.96M in Q4 2024.
1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.