MWM
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Merriman Wealth Management’s Shopify SHOP Stock Holding History

Merriman 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
2024
Q4 		$1.3M Sell
12,260
-4,385
-26% -$426K 0.05% 74
2024
Q3 		$1.33M Buy
+16,645
New +$1.15M 0.05% 89

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merriman Wealth Management's SHOP Position: Q4 2024 in Review

Merriman Wealth Management reduced its Shopify (SHOP) stake by 26% in Q4 2024, selling an estimated $426K and leaving 12,260 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #74.

Merriman Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.33M in Q3 2024. 1,491 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

  • Merriman Wealth Management held 12,260 shares of Shopify worth $1.3M as of Q4 2024.
  • Merriman Wealth Management sold 4,385 Shopify shares in Q4 2024, an estimated $426K.
  • Shopify made up 0.05% of Merriman Wealth Management's portfolio in Q4 2024, its #74 holding.
  • Merriman Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 2 quarters since.
  • Merriman Wealth Management's Shopify position peaked at $1.33M in Q3 2024.
  • 1,491 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.