LGT Financial Advisors’s Shopify SHOP Stock Holding History

LGT Financial 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 Q3	–	Sell	-184	Closed	-$21.2K	–	603
2025 Q2	$21.2K	Buy	+184	New	+$18.4K	0.05%	157

Other funds holding SHOP

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

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

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

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LGT Financial Advisors's SHOP Position: Q3 2025 in Review

LGT Financial Advisors sold out of Shopify (SHOP) in Q3 2025, closing a stake of 184 shares — an estimated $21.2K sold.

LGT Financial Advisors first reported a position in SHOP in Q2 2025 and held it in 1 quarter. The position peaked at $21.2K in Q2 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

LGT Financial Advisors reported no remaining Shopify position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 184 Shopify shares in Q3 2025, an estimated $21.2K.
LGT Financial Advisors first reported a position in Shopify in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Shopify position peaked at $21.2K in Q2 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.