Prosperity Wealth Management’s Shopify SHOP Stock Holding History

Prosperity 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 Q4	$1.32M	Sell	8,210 -5,955	-42%	-$956K	0.44%	42
2025 Q3	$2.11M	Buy	14,165 +565	+4%	+$76.6K	0.71%	27
2025 Q2	$1.57M	Buy	13,600 +1,810	+15%	+$181K	0.58%	33
2025 Q1	$1.13M	Buy	11,790 +1,410	+14%	+$154K	0.53%	34
2024 Q4	$1.1M	Sell	10,380 -8,500	-45%	-$827K	0.45%	37
2024 Q3	$1.51M	Buy	18,880 +800	+4%	+$55.3K	0.6%	27
2024 Q2	$1.19M	Buy	18,080 +2,740	+18%	+$182K	0.59%	31
2024 Q1	$1.18M	Buy	15,340 +1,810	+13%	+$143K	0.56%	31
2023 Q4	$1.05M	Sell	13,530 -3,705	-21%	-$237K	0.69%	25
2023 Q3	$941K	Buy	17,235 +710	+4%	+$43K	0.61%	29
2023 Q2	$1.07M	Sell	16,525 -5,225	-24%	-$295K	0.69%	22
2023 Q1	$1.04M	Buy	21,750 +4,063	+23%	+$179K	0.83%	26
2022 Q4	$614K	Buy	+17,687	New	+$604K	0.58%	38

Other funds holding SHOP

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prosperity Wealth Management's SHOP Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Shopify (SHOP) stake by 42% in Q4 2025, selling an estimated $956K and leaving 8,210 shares worth $1.32M. The position accounts for 0.44% of the portfolio, ranked #42.

Prosperity Wealth Management first reported a position in SHOP in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.11M in Q3 2025. 1,883 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Prosperity Wealth Management held 8,210 shares of Shopify worth $1.32M as of Q4 2025.
Prosperity Wealth Management sold 5,955 Shopify shares in Q4 2025, an estimated $956K.
Shopify made up 0.44% of Prosperity Wealth Management's portfolio in Q4 2025, its #42 holding.
Prosperity Wealth Management first reported a position in Shopify in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's Shopify position peaked at $2.11M in Q3 2025.
1,883 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.