SAM
SHOP icon

Secure Asset Management’s Shopify SHOP Stock Holding History

Secure Asset 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
2026
Q1 		$560K Hold
4,724
– – 0.09% 170
2025
Q4 		$760K Buy
4,724
+83
+2% +$13.3K 0.12% 150
2025
Q3 		$694K Buy
4,641
+182
+4% +$24.7K 0.11% 153
2025
Q2 		$514K Buy
4,459
+369
+9% +$36.9K 0.1% 186
2025
Q1 		$390K Buy
4,090
+20
+0.5% +$2.18K 0.08% 204
2024
Q4 		$433K Sell
4,070
-51
-1% -$4.96K 0.07% 213
2024
Q3 		$330K Buy
4,121
+1
+0% +$69 0.06% 233
2024
Q2 		$272K Buy
4,120
+207
+5% +$13.7K 0.05% 244
2024
Q1 		$302K Buy
3,913
+771
+25% +$60.9K 0.07% 182
2023
Q4 		$245K Buy
+3,142
New +$201K 0.07% 197
2020
Q3 		– Sell
-2,170
Closed -$206K – 166
2020
Q2 		$206K Buy
+2,170
New +$151K 0.15% 146

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return