FCI
SHOP icon

Financial Counselors Inc’s Shopify SHOP Stock Holding History

Financial Counselors Inc’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
-64,058
Closed -$6.12M – 436
2025
Q1 		$6.12M Sell
64,058
-7,434
-10% -$810K 0.09% 178
2024
Q4 		$7.6M Sell
71,492
-5,234
-7% -$509K 0.11% 165
2024
Q3 		$6.15M Sell
76,726
-9,968
-11% -$688K 0.09% 179
2024
Q2 		$5.73M Buy
86,694
+24,024
+38% +$1.59M 0.09% 178
2024
Q1 		$4.84M Sell
62,670
-258
-0.4% -$20.4K 0.08% 190
2023
Q4 		$4.9M Buy
62,928
+10,655
+20% +$680K 0.09% 184
2023
Q3 		$2.85M Buy
52,273
+14,292
+38% +$866K 0.06% 223
2023
Q2 		$2.45M Sell
37,981
-737
-2% -$41.7K 0.05% 229
2023
Q1 		$1.86M Buy
38,718
+57
+0.1% +$2.51K 0.04% 256
2022
Q4 		$1.34M Sell
38,661
-609
-2% -$20.8K 0.03% 281
2022
Q3 		$1.06M Buy
39,270
+4,460
+13% +$152K 0.03% 287
2022
Q2 		$1.09M Buy
34,810
+1,140
+3% +$48.7K 0.03% 294
2022
Q1 		$2.28M Buy
33,670
+2,790
+9% +$229K 0.05% 244
2021
Q4 		$4.25M Buy
30,880
+1,480
+5% +$216K 0.09% 198
2021
Q3 		$3.99M Buy
29,400
+1,330
+5% +$199K 0.09% 205
2021
Q2 		$4.1M Sell
28,070
-180
-0.6% -$22.2K 0.09% 198
2021
Q1 		$3.13M Buy
28,250
+420
+2% +$50.7K 0.07% 214
2020
Q4 		$3.15M Buy
27,830
+2,480
+10% +$260K 0.08% 213
2020
Q3 		$2.59M Buy
25,350
+7,980
+46% +$793K 0.08% 207
2020
Q2 		$1.65M Sell
17,370
-1,190
-6% -$82.6K 0.05% 257
2020
Q1 		$774K Buy
+18,560
New +$837K 0.03% 269

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

Financial Counselors Inc's SHOP Position: Q2 2025 in Review

Financial Counselors Inc sold out of Shopify (SHOP) in Q2 2025, closing a stake of 64,058 shares — an estimated $6.12M sold.

Financial Counselors Inc first reported a position in SHOP in Q1 2020 and held it in 21 quarters. The position peaked at $7.6M in Q4 2024. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Financial Counselors Inc reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 64,058 Shopify shares in Q2 2025, an estimated $6.12M.
  • Financial Counselors Inc first reported a position in Shopify in Q1 2020 and held it in 21 quarters.
  • Financial Counselors Inc's Shopify position peaked at $7.6M in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.