Moser Wealth Advisors’s Shopify SHOP Stock Holding History

Moser Wealth 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	$1.19M	Buy	10,274 +100	+1%	+$10K	0.57%	38
2025 Q1	$971K	Buy	10,174 +475	+5%	+$51.8K	0.51%	42
2024 Q4	$1.03M	Buy	9,699 +275	+3%	+$26.7K	0.54%	40
2024 Q3	$755K	Buy	9,424 +128	+1%	+$8.84K	0.39%	43
2024 Q2	$614K	Buy	9,296 +670	+8%	+$44.4K	0.33%	49
2024 Q1	$666K	Buy	8,626 +1,315	+18%	+$104K	0.37%	50
2023 Q4	$570K	Sell	7,311 -30	-0.4%	-$1.92K	0.36%	50
2023 Q3	$401K	Buy	7,341 +1,061	+17%	+$64.3K	0.28%	56
2023 Q2	$406K	Buy	+6,280	New	+$355K	0.27%	55
2022 Q4	$192K	Buy	5,535 +175	+3%	+$5.98K	0.14%	65
2022 Q3	$144K	Buy	5,360 +100	+2%	+$3.4K	0.11%	70
2022 Q2	$164K	Hold	5,260	–	–	0.12%	71
2022 Q1	$356K	Buy	5,260 +1,660	+46%	+$136K	0.22%	62
2021 Q4	$496K	Buy	3,600 +60	+2%	+$8.77K	0.3%	56
2021 Q3	$480K	Buy	3,540 +1,070	+43%	+$160K	0.31%	55
2021 Q2	$361K	Buy	2,470 +950	+63%	+$117K	0.23%	62
2021 Q1	$168K	Buy	1,520 +740	+95%	+$89.4K	0.12%	72
2020 Q4	$88K	Buy	780 +420	+117%	+$44.1K	0.06%	76
2020 Q3	$37K	Buy	+360	New	+$35.8K	0.03%	89

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

Moser Wealth Advisors's SHOP Position: Q2 2025 in Review

Moser Wealth Advisors increased its Shopify (SHOP) stake by 0.98% in Q2 2025, buying an estimated $10K and bringing the position to 10,274 shares worth $1.19M. The position accounts for 0.57% of the portfolio, ranked #38.

Moser Wealth Advisors first reported a position in SHOP in Q3 2020 and has held it in 19 quarters since. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Moser Wealth Advisors held 10,274 shares of Shopify worth $1.19M as of Q2 2025.
Moser Wealth Advisors bought 100 Shopify shares in Q2 2025, an estimated $10K.
Shopify made up 0.57% of Moser Wealth Advisors's portfolio in Q2 2025, its #38 holding.
Moser Wealth Advisors first reported a position in Shopify in Q3 2020 and has held it in 19 quarters since.
1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.