Millstone Evans Group’s Shopify SHOP Stock Holding History

Millstone Evans Group’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	-36	Closed	-$3.48K	–	810
2025 Q1	$3.48K	Buy	+36	New	+$3.92K	﹤0.01%	650

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Millstone Evans Group's SHOP Position: Q2 2025 in Review

Millstone Evans Group sold out of Shopify (SHOP) in Q2 2025, closing a stake of 36 shares — an estimated $3.48K sold.

Millstone Evans Group first reported a position in SHOP in Q1 2025 and held it in 1 quarter. The position peaked at $3.48K in Q1 2025. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Millstone Evans Group reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
Millstone Evans Group sold 36 Shopify shares in Q2 2025, an estimated $3.48K.
Millstone Evans Group first reported a position in Shopify in Q1 2025 and held it in 1 quarter.
Millstone Evans Group's Shopify position peaked at $3.48K in Q1 2025.
1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Millstone Evans Group's 13F filing for Q2 2025, filed 13 Aug 2025.