Lane & Associates’s Shopify SHOP Stock Holding History

Lane & Associates’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 Q1	–	Sell	-1,739	Closed	-$203K	–	120
2024 Q4	$203K	Buy	+1,739	New	+$169K	0.11%	116

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lane & Associates's SHOP Position: Q1 2025 in Review

Lane & Associates sold out of Shopify (SHOP) in Q1 2025, closing a stake of 1,739 shares — an estimated $203K sold.

Lane & Associates first reported a position in SHOP in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 1,478 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

Lane & Associates reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
Lane & Associates sold 1,739 Shopify shares in Q1 2025, an estimated $203K.
Lane & Associates first reported a position in Shopify in Q4 2024 and held it in 1 quarter.
Lane & Associates's Shopify position peaked at $203K in Q4 2024.
1,478 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.