Prestige Wealth Management Group’s Shopify SHOP Stock Holding History

Prestige Wealth Management 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
2026 Q1	$3.56K	Hold	30	–	–	﹤0.01%	625
2025 Q4	$4.83K	Hold	30	–	–	﹤0.01%	585
2025 Q3	$4.46K	Hold	30	–	–	﹤0.01%	593
2025 Q2	$3.46K	Hold	30	–	–	﹤0.01%	632
2025 Q1	$2.87K	Hold	30	–	–	﹤0.01%	674
2024 Q4	$3.19K	Hold	30	–	–	﹤0.01%	687
2024 Q3	$2.4K	Hold	30	–	–	﹤0.01%	738
2024 Q2	$1.98K	Hold	30	–	–	﹤0.01%	720
2024 Q1	$2.32K	Hold	30	–	–	﹤0.01%	717
2023 Q4	$2.34K	Hold	30	–	–	﹤0.01%	719
2023 Q3	$1.64K	Hold	30	–	–	﹤0.01%	779
2023 Q2	$1.94K	Hold	30	–	–	﹤0.01%	766
2023 Q1	$1.44K	Hold	30	–	–	﹤0.01%	817
2022 Q4	$1.04K	Hold	30	–	–	﹤0.01%	963
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	912
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	916
2022 Q1	$2K	Sell	30 -20	-40%	-$1.64K	﹤0.01%	806
2021 Q4	$7K	Hold	50	–	–	﹤0.01%	565
2021 Q3	$7K	Buy	50 +20	+67%	+$3K	﹤0.01%	570
2021 Q2	$4K	Buy	+30	New	+$3.7K	﹤0.01%	693

Other funds holding SHOP

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return