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	0.04%	485
2022 Q1	$2.75M	Buy	+40,710	New	+$3.34M	0.05%	393

Other funds holding SHOP

Capital World Investors

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

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

Capital International Investors

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

Baillie Gifford & Co

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

T. Rowe Price Associates

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return