SWM
SHOP icon

Sculati Wealth Management’s Shopify SHOP Stock Holding History

Sculati Wealth Management’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 		– Sell
-1,840
Closed -$273K – 123
2025
Q3 		$273K Hold
1,840
– – 0.1% 110
2025
Q2 		$212K Buy
+1,840
New +$184K 0.08% 118
2025
Q1 		– Sell
-3,640
Closed -$387K – 111
2024
Q4 		$387K Sell
3,640
-140
-4% -$13.6K 0.15% 83
2024
Q3 		$303K Hold
3,780
– – 0.12% 93
2024
Q2 		$250K Hold
3,780
– – 0.11% 93
2024
Q1 		$292K Sell
3,780
-200
-5% -$15.8K 0.13% 90
2023
Q4 		$310K Sell
3,980
-200
-5% -$12.8K 0.14% 87
2023
Q3 		$228K Hold
4,180
– – 0.12% 94
2023
Q2 		$270K Sell
4,180
-1,500
-26% -$84.8K 0.14% 89
2023
Q1 		$272K Buy
+5,680
New +$250K 0.14% 91
2022
Q2 		– Sell
-6,140
Closed -$415K – 121
2022
Q1 		$415K Hold
6,140
– – 0.2% 86
2021
Q4 		$846K Buy
6,140
+140
+2% +$20.5K 0.41% 72
2021
Q3 		$813K Sell
6,000
-100
-2% -$15K 0.43% 71
2021
Q2 		$891K Buy
6,100
+100
+2% +$12.3K 0.47% 64
2021
Q1 		$664K Hold
6,000
– – 0.38% 77
2020
Q4 		$679K Hold
6,000
– – 0.45% 56
2020
Q3 		$614K Sell
6,000
-1,000
-14% -$99.4K 0.46% 54
2020
Q2 		$664K Hold
7,000
– – 0.56% 51
2020
Q1 		$292K Hold
7,000
– – 0.32% 68
2019
Q4 		$278K Buy
+7,000
New +$237K 0.25% 75

Other funds holding SHOP

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return