MFA
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McClarren Financial Advisors’s Shopify SHOP Stock Holding History

McClarren 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
Q2 		– Sell
-190
Closed -$49K – 257
2025
Q1 		$49K Sell
190
-330
-63% -$36K 0.03% 134
2024
Q4 		$55K Buy
520
+360
+225% +$35K 0.15% 77
2024
Q3 		$56 Buy
160
+28
+21% +$1.93K 0.01% 116
2024
Q2 		$34K Sell
132
-388
-75% -$25.7K 0.02% 171
2024
Q1 		$41K Hold
520
– – 0.03% 158
2023
Q4 		$41K Hold
520
– – 0.03% 174
2023
Q3 		$28K Hold
520
– – 0.02% 185
2023
Q2 		$33K Hold
520
– – 0.03% 181
2023
Q1 		$24K Hold
520
– – 0.02% 193
2022
Q4 		$18K Hold
520
– – 0.02% 219
2022
Q3 		$14K Buy
+520
New +$17.7K 0.01% 225
2022
Q2 		– Sell
-170
Closed -$11K – 223
2022
Q1 		$11K Sell
170
-350
-67% -$28.7K 0.01% 206
2021
Q4 		$72K Hold
520
– – 0.05% 114
2021
Q3 		$70K Hold
520
– – 0.05% 97
2021
Q2 		$75K Buy
520
+350
+206% +$43.1K 0.06% 95
2021
Q1 		$19K Sell
170
-330
-66% -$39.9K 0.02% 163
2020
Q4 		$56K Buy
+500
New +$52.5K 0.05% 96

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return