Elevate Capital Advisors’s Shopify SHOP Stock Holding History

Elevate Capital 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	-1,584	Closed	-$235K	–	93
2025 Q3	$235K	Buy	+1,584	New	+$215K	0.16%	70

Other funds holding SHOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevate Capital Advisors's SHOP Position: Q4 2025 in Review

Elevate Capital Advisors sold out of Shopify (SHOP) in Q4 2025, closing a stake of 1,584 shares — an estimated $235K sold.

Elevate Capital Advisors first reported a position in SHOP in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 1,892 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Elevate Capital Advisors reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Elevate Capital Advisors sold 1,584 Shopify shares in Q4 2025, an estimated $235K.
Elevate Capital Advisors first reported a position in Shopify in Q3 2025 and held it in 1 quarter.
Elevate Capital Advisors's Shopify position peaked at $235K in Q3 2025.
1,892 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Elevate Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.