Scott Marsh Financial’s Shopify SHOP Stock Holding History

Scott Marsh Financial’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	$1.84M	Buy	+15,964	New	+$1.6M	0.68%	31

Other funds holding SHOP

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Scott Marsh Financial's SHOP Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Shopify (SHOP) in Q2 2025: 15,964 shares worth $1.84M. The stake represents 0.68% of the portfolio and ranks #31 among its holdings.

1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Scott Marsh Financial held 15,964 shares of Shopify worth $1.84M as of Q2 2025.
Shopify was a new Scott Marsh Financial position in Q2 2025.
Shopify made up 0.68% of Scott Marsh Financial's portfolio in Q2 2025, its #31 holding.
1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.