Masso Torrence Wealth Management’s Shopify SHOP Stock Holding History

Masso Torrence Wealth Management’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	$1.53M	Buy	10,262 +349	+4%	+$47.3K	0.63%	34
2025 Q2	$1.14M	Sell	9,913 -22	-0.2%	-$2.2K	0.53%	37
2025 Q1	$949K	Sell	9,935 -500	-5%	-$54.5K	0.51%	38
2024 Q4	$1.11M	Sell	10,435 -190	-2%	-$18.5K	0.58%	33
2024 Q3	$851K	Sell	10,625 -440	-4%	-$30.4K	0.46%	41
2024 Q2	$731K	Sell	11,065 -234	-2%	-$15.5K	0.41%	45
2024 Q1	$872K	Hold	11,299	–	–	0.52%	42
2023 Q4	$880K	Hold	11,299	–	–	0.6%	40
2023 Q3	$617K	Buy	11,299 +34	+0.3%	+$2.06K	0.47%	47
2023 Q2	$728K	Buy	11,265 +440	+4%	+$24.9K	0.53%	43
2023 Q1	$519K	Sell	10,825 -670	-6%	-$29.5K	0.41%	54
2022 Q4	$399K	Buy	11,495 +820	+8%	+$28K	0.32%	62
2022 Q3	$288K	Sell	10,675 -213	-2%	-$7.25K	0.25%	65
2022 Q2	$340K	Buy	+10,888	New	+$465K	0.3%	58
2022 Q1	–	Sell	-100	Closed	-$14K	–	307
2021 Q4	$14K	Buy	+100	New	+$14.6K	0.01%	250

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

Masso Torrence Wealth Management's SHOP Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Shopify (SHOP) stake by 3.5% in Q3 2025, buying an estimated $47.3K and bringing the position to 10,262 shares worth $1.53M. The position accounts for 0.63% of the portfolio, ranked #34.

Masso Torrence Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 15 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

Masso Torrence Wealth Management held 10,262 shares of Shopify worth $1.53M as of Q3 2025.
Masso Torrence Wealth Management bought 349 Shopify shares in Q3 2025, an estimated $47.3K.
Shopify made up 0.63% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #34 holding.
Masso Torrence Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 15 quarters since.
1,718 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.