Blue Bell Private Wealth Management’s Shopify SHOP Stock Holding History

Blue Bell Private 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 Q2	–	Sell	-730	Closed	-$69.7K	–	760
2025 Q1	$69.7K	Hold	730	–	–	0.01%	338
2024 Q4	$77.6K	Buy	730 +72	+11%	+$7K	0.01%	310
2024 Q3	$52.7K	Hold	658	–	–	0.01%	351
2024 Q2	$43.5K	Sell	658 -76	-10%	-$5.04K	0.01%	371
2024 Q1	$56.6K	Sell	734 -161	-18%	-$12.7K	0.01%	334
2023 Q4	$69.7K	Hold	895	–	–	0.02%	274
2023 Q3	$48.8K	Hold	895	–	–	0.01%	263
2023 Q2	$57.8K	Buy	895 +140	+19%	+$7.91K	0.02%	242
2023 Q1	$36.2K	Buy	755 +420	+125%	+$18.5K	0.01%	257
2022 Q4	$11.6K	Hold	335	–	–	﹤0.01%	359
2022 Q3	$9K	Sell	335 -25	-7%	-$850	﹤0.01%	388
2022 Q2	$11K	Buy	360 +230	+177%	+$9.82K	﹤0.01%	378
2022 Q1	$9K	Sell	130 -50	-28%	-$4.11K	﹤0.01%	443
2021 Q4	$25K	Buy	+180	New	+$26.3K	0.01%	276

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