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Centricity Wealth Management’s Shopify SHOP Stock Holding History

Centricity 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 		$9.23K Hold
80
– – 0.01% 330
2025
Q1 		$7.64K Hold
80
– – 0.01% 343
2024
Q4 		$8.51K Buy
+80
New +$7.78K 0.01% 343

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Centricity Wealth Management's SHOP Position: Q2 2025 in Review

Centricity Wealth Management held its Shopify (SHOP) position steady in Q2 2025 at 80 shares worth $9.23K. The position accounts for 0.01% of the portfolio, ranked #330.

Centricity Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 3 quarters since. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Centricity Wealth Management held 80 shares of Shopify worth $9.23K as of Q2 2025.
  • Centricity Wealth Management left its Shopify share count unchanged in Q2 2025.
  • Shopify made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #330 holding.
  • Centricity Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 3 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.