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Parkworth Wealth Management’s Shopify SHOP Stock Holding History

Parkworth 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
2025
Q2 		$908K Sell
7,871
-297
-4% -$29.7K 0.66% 30
2025
Q1 		$752K Buy
8,168
+1,000
+14% +$109K 0.6% 33
2024
Q4 		$762K Buy
+7,168
New +$697K 0.63% 31

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Parkworth Wealth Management's SHOP Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Shopify (SHOP) stake by 3.6% in Q2 2025, selling an estimated $29.7K and leaving 7,871 shares worth $908K. The position accounts for 0.66% of the portfolio, ranked #30.

Parkworth Wealth Management first reported a position in SHOP in Q4 2024 and has held it in 3 quarters since. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Parkworth Wealth Management held 7,871 shares of Shopify worth $908K as of Q2 2025.
  • Parkworth Wealth Management sold 297 Shopify shares in Q2 2025, an estimated $29.7K.
  • Shopify made up 0.66% of Parkworth Wealth Management's portfolio in Q2 2025, its #30 holding.
  • Parkworth Wealth Management first reported a position in Shopify in Q4 2024 and has held it in 3 quarters since.
  • 1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.