Oliver Lagore Vanvalin Investment Group’s Shopify SHOP Stock Holding History

Oliver Lagore Vanvalin Investment 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	$9.55K	Buy	+100	New	+$10K	﹤0.01%	426
2024 Q4	$45.2K	Buy	425 +25	+6%	+$2.43K	0.01%	263
2024 Q3	$32.1K	Hold	400	–	–	0.01%	292
2024 Q2	$26.4K	Buy	400 +200	+100%	+$13.3K	0.01%	304
2024 Q1	$15.4K	Hold	200	–	–	﹤0.01%	368
2023 Q4	$15.6K	Hold	200	–	–	0.01%	351
2023 Q3	$10.9K	Sell	200 -550	-73%	-$33.3K	﹤0.01%	429
2023 Q2	$48.5K	Hold	750	–	–	0.02%	254
2023 Q1	$36K	Buy	750 +100	+15%	+$4.4K	0.02%	222
2022 Q4	$22.6K	Hold	650	–	–	0.01%	260
2022 Q3	$18K	Sell	650 -500	-43%	-$17K	0.01%	266
2022 Q2	$36K	Sell	1,150 -170	-13%	-$7.26K	0.02%	207
2022 Q1	$90K	Buy	+1,320	New	+$108K	0.06%	137

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

Oliver Lagore Vanvalin Investment Group's SHOP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Shopify (SHOP) in Q2 2025: 100 shares worth $9.55K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SHOP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SHOP in Q1 2022 and has held it in 13 quarters since. The position peaked at $90K in Q1 2022. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 100 shares of Shopify worth $9.55K as of Q2 2025.
Shopify was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Shopify made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #426 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Shopify in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Shopify position peaked at $90K in Q1 2022.
1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.