Blue Barn Wealth’s Shopify SHOP Stock Holding History

Blue Barn Wealth’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	-5,574	Closed	-$828K	–	145
2025 Q3	$828K	Sell	5,574 -1,374	-20%	-$186K	0.36%	45
2025 Q2	$801K	Sell	6,948 -23	-0.3%	-$2.3K	0.38%	45
2025 Q1	$666K	Sell	6,971 -435	-6%	-$47.4K	0.35%	46
2024 Q4	$787K	Sell	7,406 -401	-5%	-$39K	0.42%	43
2024 Q3	$626K	Buy	7,807 +1,593	+26%	+$110K	0.32%	55
2024 Q2	$410K	Buy	+6,214	New	+$412K	0.23%	68

Other funds holding SHOP

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blue Barn Wealth's SHOP Position: Q4 2025 in Review

Blue Barn Wealth sold out of Shopify (SHOP) in Q4 2025, closing a stake of 5,574 shares — an estimated $828K sold.

Blue Barn Wealth first reported a position in SHOP in Q2 2024 and held it in 6 quarters. The position peaked at $828K in Q3 2025. 1,888 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Blue Barn Wealth reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 5,574 Shopify shares in Q4 2025, an estimated $828K.
Blue Barn Wealth first reported a position in Shopify in Q2 2024 and held it in 6 quarters.
Blue Barn Wealth's Shopify position peaked at $828K in Q3 2025.
1,888 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.