SageView Advisory Group’s Shopify SHOP Stock Holding History

SageView Advisory 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
2025 Q4	$1.16M	Sell	7,213 -226	-3%	-$36.3K	0.04%	238
2025 Q3	$1.11M	Buy	7,439 +2,737	+58%	+$371K	0.04%	255
2025 Q2	$596K	Sell	4,702 -138	-3%	-$13.8K	0.02%	335
2025 Q1	$462K	Buy	4,840 +1,662	+52%	+$181K	0.02%	363
2024 Q4	$338K	Buy	+3,178	New	+$309K	0.01%	422
2024 Q3	–	Sell	-3,087	Closed	-$204K	–	561
2024 Q2	$204K	Buy	+3,087	New	+$205K	0.01%	540
2024 Q1	–	Sell	-5,252	Closed	-$432K	–	760
2023 Q4	$432K	Buy	+5,252	New	+$335K	0.02%	422

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

SageView Advisory Group's SHOP Position: Q4 2025 in Review

SageView Advisory Group reduced its Shopify (SHOP) stake by 3% in Q4 2025, selling an estimated $36.3K and leaving 7,213 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #238.

SageView Advisory Group first reported a position in SHOP in Q4 2023 and has held it in 7 quarters since. 1,885 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

SageView Advisory Group held 7,213 shares of Shopify worth $1.16M as of Q4 2025.
SageView Advisory Group sold 226 Shopify shares in Q4 2025, an estimated $36.3K.
Shopify made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #238 holding.
SageView Advisory Group first reported a position in Shopify in Q4 2023 and has held it in 7 quarters since.
1,885 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.