FW
SHOP icon

FullCircle Wealth’s Shopify SHOP Stock Holding History

FullCircle Wealth’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
Q3 		$590K Sell
3,665
-871
-19% -$118K 0.21% 136
2025
Q2 		$568K Buy
4,536
+296
+7% +$29.6K 0.21% 137
2025
Q1 		$418K Buy
4,240
+110
+3% +$12K 0.17% 138
2024
Q4 		$527K Sell
4,130
-27
-0.6% -$2.63K 0.22% 126
2024
Q3 		$332K Buy
+4,157
New +$287K 0.15% 140

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

FullCircle Wealth's SHOP Position: Q3 2025 in Review

FullCircle Wealth reduced its Shopify (SHOP) stake by 19% in Q3 2025, selling an estimated $118K and leaving 3,665 shares worth $590K. The position accounts for 0.21% of the portfolio, ranked #136.

FullCircle Wealth first reported a position in SHOP in Q3 2024 and has held it in 5 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

  • FullCircle Wealth held 3,665 shares of Shopify worth $590K as of Q3 2025.
  • FullCircle Wealth sold 871 Shopify shares in Q3 2025, an estimated $118K.
  • Shopify made up 0.21% of FullCircle Wealth's portfolio in Q3 2025, its #136 holding.
  • FullCircle Wealth first reported a position in Shopify in Q3 2024 and has held it in 5 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.