Bordeaux Wealth Advisors’s Shopify SHOP Stock Holding History

Bordeaux Wealth Advisors’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	$293K	Sell	2,539 -24	-0.9%	-$2.4K	0.04%	131
2025 Q1	$245K	Buy	2,563 +8	+0.3%	+$872	0.05%	136
2024 Q4	$272K	Buy	+2,555	New	+$249K	0.04%	125
2023 Q4	–	Sell	-7,000	Closed	-$382K	–	113
2023 Q3	$382K	Hold	7,000	–	–	0.15%	65
2023 Q2	$452K	Sell	7,000 -1,000	-13%	-$56.5K	0.19%	57
2023 Q1	$384K	Hold	8,000	–	–	0.2%	73
2022 Q4	$278K	Buy	+8,000	New	+$273K	0.15%	75

Other funds holding SHOP

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bordeaux Wealth Advisors's SHOP Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Shopify (SHOP) stake by 0.94% in Q2 2025, selling an estimated $2.4K and leaving 2,539 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #131.

Bordeaux Wealth Advisors first reported a position in SHOP in Q4 2022 and has held it in 7 quarters since. The position peaked at $452K in Q2 2023. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Bordeaux Wealth Advisors held 2,539 shares of Shopify worth $293K as of Q2 2025.
Bordeaux Wealth Advisors sold 24 Shopify shares in Q2 2025, an estimated $2.4K.
Shopify made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #131 holding.
Bordeaux Wealth Advisors first reported a position in Shopify in Q4 2022 and has held it in 7 quarters since.
Bordeaux Wealth Advisors's Shopify position peaked at $452K in Q2 2023.
1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.