EFS
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Econ Financial Services’s Shopify SHOP Stock Holding History

Econ Financial Services’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 		– Sell
-7,652
Closed -$731K – 105
2025
Q1 		$731K Buy
+7,652
New +$834K 0.39% 66
2022
Q2 		– Sell
-40
Closed -$3K – 140
2022
Q1 		$3K Hold
40
– – ﹤0.01% 135
2021
Q4 		$6K Buy
+40
New +$5.84K ﹤0.01% 145

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

Econ Financial Services's SHOP Position: Q2 2025 in Review

Econ Financial Services sold out of Shopify (SHOP) in Q2 2025, closing a stake of 7,652 shares — an estimated $731K sold.

Econ Financial Services first reported a position in SHOP in Q4 2021 and held it in 3 quarters. The position peaked at $731K in Q1 2025. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Econ Financial Services reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
  • Econ Financial Services sold 7,652 Shopify shares in Q2 2025, an estimated $731K.
  • Econ Financial Services first reported a position in Shopify in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's Shopify position peaked at $731K in Q1 2025.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Econ Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.