Members Wealth’s Shopify SHOP Stock Holding History

Members Wealth’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 Q4	–	Sell	-1,475	Closed	-$221K	–	116
2025 Q3	$221K	Buy	+1,475	New	+$200K	0.14%	95
2025 Q1	–	Sell	-1,661	Closed	-$200K	–	111
2024 Q4	$200K	Buy	+1,661	New	+$162K	0.15%	110

Other funds holding SHOP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Members Wealth's SHOP Position: Q4 2025 in Review

Members Wealth sold out of Shopify (SHOP) in Q4 2025, closing a stake of 1,475 shares — an estimated $221K sold.

Members Wealth first reported a position in SHOP in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 1,885 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Members Wealth reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Members Wealth sold 1,475 Shopify shares in Q4 2025, an estimated $221K.
Members Wealth first reported a position in Shopify in Q4 2024 and held it in 2 quarters.
Members Wealth's Shopify position peaked at $221K in Q3 2025.
1,885 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Members Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.