Schechter Investment Advisors’s Shopify SHOP Stock Holding History

Schechter Investment Advisors’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 Q1	$2.03M	Buy	21,273 +470	+2%	+$51.2K	0.17%	121
2024 Q4	$2.21M	Sell	20,803 -661	-3%	-$64.3K	0.17%	115
2024 Q3	$1.72M	Buy	21,464 +6,459	+43%	+$446K	0.13%	158
2024 Q2	$991K	Buy	15,005 +10,940	+269%	+$726K	0.07%	240
2024 Q1	$314K	Buy	4,065 +563	+16%	+$44.5K	0.02%	491
2023 Q4	$273K	Buy	+3,502	New	+$224K	0.02%	485

Other funds holding SHOP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Schechter Investment Advisors's SHOP Position: Q1 2025 in Review

Schechter Investment Advisors increased its Shopify (SHOP) stake by 2.3% in Q1 2025, buying an estimated $51.2K and bringing the position to 21,273 shares worth $2.03M. The position accounts for 0.17% of the portfolio, ranked #121.

Schechter Investment Advisors first reported a position in SHOP in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2024. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

Schechter Investment Advisors held 21,273 shares of Shopify worth $2.03M as of Q1 2025.
Schechter Investment Advisors bought 470 Shopify shares in Q1 2025, an estimated $51.2K.
Shopify made up 0.17% of Schechter Investment Advisors's portfolio in Q1 2025, its #121 holding.
Schechter Investment Advisors first reported a position in Shopify in Q4 2023 and has held it in 6 quarters since.
Schechter Investment Advisors's Shopify position peaked at $2.21M in Q4 2024.
1,477 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.