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Carolina Wealth Advisors’s Shopify SHOP Stock Holding History

Carolina 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
Q4 		– Sell
-69
Closed -$10.3K – 285
2025
Q3 		$10.3K Hold
69
– – ﹤0.01% 167
2025
Q2 		$7.96K Sell
69
-20
-22% -$2K ﹤0.01% 154
2025
Q1 		$8.5K Hold
89
– – ﹤0.01% 147
2024
Q4 		$9.46K Buy
89
+20
+29% +$1.95K 0.01% 149
2024
Q3 		$5.53K Buy
+69
New +$4.77K ﹤0.01% 223

Other funds holding SHOP

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolina Wealth Advisors's SHOP Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of Shopify (SHOP) in Q4 2025, closing a stake of 69 shares — an estimated $10.3K sold.

Carolina Wealth Advisors first reported a position in SHOP in Q3 2024 and held it in 5 quarters. The position peaked at $10.3K in Q3 2025. 1,884 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 69 Shopify shares in Q4 2025, an estimated $10.3K.
  • Carolina Wealth Advisors first reported a position in Shopify in Q3 2024 and held it in 5 quarters.
  • Carolina Wealth Advisors's Shopify position peaked at $10.3K in Q3 2025.
  • 1,884 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.