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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sculati Wealth Management's SHOP Position: Q4 2025 in Review

Sculati Wealth Management sold out of Shopify (SHOP) in Q4 2025, closing a stake of 1,840 shares — an estimated $273K sold.

Sculati Wealth Management first reported a position in SHOP in Q4 2019 and held it in 20 quarters. The position peaked at $891K in Q2 2021. 1,891 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Sculati Wealth Management reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Sculati Wealth Management sold 1,840 Shopify shares in Q4 2025, an estimated $273K.
Sculati Wealth Management first reported a position in Shopify in Q4 2019 and held it in 20 quarters.
Sculati Wealth Management's Shopify position peaked at $891K in Q2 2021.
1,891 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Sculati Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.