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	$56K	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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

McClarren Financial Advisors's SHOP Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Shopify (SHOP) in Q2 2025, closing a stake of 190 shares — an estimated $49K sold.

McClarren Financial Advisors first reported a position in SHOP in Q4 2020 and held it in 17 quarters. The position peaked at $75K in Q2 2021. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

McClarren Financial Advisors reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 190 Shopify shares in Q2 2025, an estimated $49K.
McClarren Financial Advisors first reported a position in Shopify in Q4 2020 and held it in 17 quarters.
McClarren Financial Advisors's Shopify position peaked at $75K in Q2 2021.
1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.