Newman Dignan & Sheerar Inc’s Shopify SHOP Stock Holding History

Newman Dignan & Sheerar Inc’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	-2,070	Closed	-$198K	–	201
2025 Q1	$198K	Hold	2,070	–	–	0.05%	160
2024 Q4	$220K	Buy	+2,070	New	+$201K	0.06%	165
2022 Q1	–	Sell	-2,240	Closed	-$309K	–	212
2021 Q4	$309K	Buy	2,240 +20	+0.9%	+$2.92K	0.09%	156
2021 Q3	$301K	Buy	2,220 +50	+2%	+$7.49K	0.09%	153
2021 Q2	$317K	Buy	2,170 +20	+0.9%	+$2.46K	0.11%	143
2021 Q1	$238K	Hold	2,150	–	–	0.09%	161
2020 Q4	$243	Hold	2,150	–	–	0.04%	152
2020 Q3	$220K	Sell	2,150 -110	-5%	-$10.9K	0.09%	154
2020 Q2	$237K	Buy	+2,260	New	+$157K	0.1%	131

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

Newman Dignan & Sheerar Inc's SHOP Position: Q2 2025 in Review

Newman Dignan & Sheerar Inc sold out of Shopify (SHOP) in Q2 2025, closing a stake of 2,070 shares — an estimated $198K sold.

Newman Dignan & Sheerar Inc first reported a position in SHOP in Q2 2020 and held it in 9 quarters. The position peaked at $317K in Q2 2021. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Newman Dignan & Sheerar Inc reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 2,070 Shopify shares in Q2 2025, an estimated $198K.
Newman Dignan & Sheerar Inc first reported a position in Shopify in Q2 2020 and held it in 9 quarters.
Newman Dignan & Sheerar Inc's Shopify position peaked at $317K in Q2 2021.
1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2025, filed 18 Jul 2025.