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Congress Wealth Management’s Shopify SHOP Stock Holding History

Congress 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 		$16.1M Buy
139,613
+5,968
+4% +$597K 0.16% 163
2025
Q1 		$12.8M Buy
133,645
+7,167
+6% +$781K 0.15% 167
2024
Q4 		$13.4M Buy
+126,478
New +$12.3M 0.18% 160
2022
Q1 		– Sell
-1,860
Closed -$256K – 635
2021
Q4 		$256K Buy
+1,860
New +$272K 0.01% 563

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

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

Congress Wealth Management increased its Shopify (SHOP) stake by 4.5% in Q2 2025, buying an estimated $597K and bringing the position to 139,613 shares worth $16.1M. The position accounts for 0.16% of the portfolio, ranked #163.

Congress Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 4 quarters since. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Congress Wealth Management held 139,613 shares of Shopify worth $16.1M as of Q2 2025.
  • Congress Wealth Management bought 5,968 Shopify shares in Q2 2025, an estimated $597K.
  • Shopify made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #163 holding.
  • Congress Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 4 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.