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Richards, Merrill & Peterson’s Shopify SHOP Stock Holding History

Richards, Merrill & Peterson’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
-625
Closed -$59.6K – 423
2025
Q1 		$59.6K Sell
625
-260
-29% -$28.3K 0.03% 235
2024
Q4 		$94.1K Buy
+885
New +$86.1K 0.05% 191

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

Richards, Merrill & Peterson's SHOP Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Shopify (SHOP) in Q2 2025, closing a stake of 625 shares — an estimated $59.6K sold.

Richards, Merrill & Peterson first reported a position in SHOP in Q4 2024 and held it in 2 quarters. The position peaked at $94.1K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 625 Shopify shares in Q2 2025, an estimated $59.6K.
  • Richards, Merrill & Peterson first reported a position in Shopify in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Shopify position peaked at $94.1K in Q4 2024.
  • 1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.