CAWM
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Capital A Wealth Management’s Shopify SHOP Stock Holding History

Capital A 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 		$3.51K Sell
45
-3,133
-99% -$313K 0.04% 263
2025
Q1 		$303K Sell
3,178
-18
-0.6% -$1.96K 0.32% 38
2024
Q4 		$340K Buy
+3,196
New +$311K 0.56% 40

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital A Wealth Management's SHOP Position: Q2 2025 in Review

Capital A Wealth Management reduced its Shopify (SHOP) stake by 99% in Q2 2025, selling an estimated $313K and leaving 45 shares worth $3.51K. The position accounts for 0.04% of the portfolio, ranked #263.

Capital A Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 3 quarters since. The position peaked at $340K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Capital A Wealth Management held 45 shares of Shopify worth $3.51K as of Q2 2025.
  • Capital A Wealth Management sold 3,133 Shopify shares in Q2 2025, an estimated $313K.
  • Shopify made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #263 holding.
  • Capital A Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Shopify position peaked at $340K in Q4 2024.
  • 1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.