Revolve Wealth Partners’s Shopify SHOP Stock Holding History

Revolve 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
2026 Q2	$218K	Sell	1,908 -320	-14%	-$36.5K	0.02%	328
2026 Q1	$264K	Sell	2,228 -4,351	-66%	-$572K	0.03%	191
2025 Q4	$1.06M	Sell	6,579 -137	-2%	-$22K	0.12%	89
2025 Q3	$998K	Sell	6,716 -1,264	-16%	-$171K	0.12%	90
2025 Q2	$920K	Sell	7,980 -5,047	-39%	-$505K	0.12%	92
2025 Q1	$1.24M	Buy	13,027 +4,818	+59%	+$525K	0.18%	69
2024 Q4	$873K	Sell	8,209 -9,138	-53%	-$889K	0.13%	88
2024 Q3	$1.39M	Sell	17,347 -1,408	-8%	-$97.2K	0.21%	59
2024 Q2	$1.24M	Buy	18,755 +58	+0.3%	+$3.85K	0.2%	59
2024 Q1	$1.44M	Buy	+18,697	New	+$1.48M	0.25%	55
2023 Q3	–	Sell	-5,993	Closed	-$387K	–	158
2023 Q2	$387K	Sell	5,993 -2,391	-29%	-$135K	0.09%	97
2023 Q1	$402K	Sell	8,384 -19	-0.2%	-$836	0.1%	90
2022 Q4	$292K	Buy	+8,403	New	+$287K	0.08%	109
2022 Q3	–	Sell	-6,500	Closed	-$203K	–	141
2022 Q2	$203K	Sell	6,500 -30	-0.5%	-$1.28K	0.07%	133
2022 Q1	$441K	Buy	6,530 +1,210	+23%	+$99.3K	0.13%	79
2021 Q4	$733K	Buy	+5,320	New	+$777K	0.21%	66

Other funds holding SHOP

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return