CF
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Copperwynd Financial’s Shopify SHOP Stock Holding History

Copperwynd Financial’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 		$1.2M Sell
10,417
-3,330
-24% -$333K 0.3% 57
2025
Q1 		$1.31M Sell
13,747
-196
-1% -$21.4K 0.36% 50
2024
Q4 		$1.48M Buy
13,943
+9
+0.1% +$875 0.41% 43
2024
Q3 		$1.12M Buy
13,934
+841
+6% +$58.1K 0.34% 50
2024
Q2 		$801K Buy
+13,093
New +$868K 0.26% 71

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

Copperwynd Financial's SHOP Position: Q2 2025 in Review

Copperwynd Financial reduced its Shopify (SHOP) stake by 24% in Q2 2025, selling an estimated $333K and leaving 10,417 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #57.

Copperwynd Financial first reported a position in SHOP in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.48M in Q4 2024. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Copperwynd Financial held 10,417 shares of Shopify worth $1.2M as of Q2 2025.
  • Copperwynd Financial sold 3,330 Shopify shares in Q2 2025, an estimated $333K.
  • Shopify made up 0.3% of Copperwynd Financial's portfolio in Q2 2025, its #57 holding.
  • Copperwynd Financial first reported a position in Shopify in Q2 2024 and has held it in 5 quarters since.
  • Copperwynd Financial's Shopify position peaked at $1.48M in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.