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Private Wealth Partners’s Shopify SHOP Stock Holding History

Private Wealth Partners’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
-7,960
Closed -$760K – 183
2025
Q1 		$760K Sell
7,960
-12,035
-60% -$1.31M 0.06% 101
2024
Q4 		$2.13M Buy
19,995
+55
+0.3% +$5.35K 0.16% 67
2024
Q3 		$1.6M Buy
19,940
+2,200
+12% +$152K 0.13% 73
2024
Q2 		$1.17M Buy
+17,740
New +$1.18M 0.09% 83

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

Private Wealth Partners's SHOP Position: Q2 2025 in Review

Private Wealth Partners sold out of Shopify (SHOP) in Q2 2025, closing a stake of 7,960 shares — an estimated $760K sold.

Private Wealth Partners first reported a position in SHOP in Q2 2024 and held it in 4 quarters. The position peaked at $2.13M in Q4 2024. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Private Wealth Partners reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Partners sold 7,960 Shopify shares in Q2 2025, an estimated $760K.
  • Private Wealth Partners first reported a position in Shopify in Q2 2024 and held it in 4 quarters.
  • Private Wealth Partners's Shopify position peaked at $2.13M in Q4 2024.
  • 1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Private Wealth Partners's 13F filing for Q2 2025, filed 1 Aug 2025.