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Sheets Smith Wealth Management’s Shopify SHOP Stock Holding History

Sheets Smith 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
Q1 		– Sell
-4,207
Closed -$447K – 384
2024
Q4 		$447K Buy
+4,207
New +$409K 0.05% 274

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sheets Smith Wealth Management's SHOP Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Shopify (SHOP) in Q1 2025, closing a stake of 4,207 shares — an estimated $447K sold.

Sheets Smith Wealth Management first reported a position in SHOP in Q4 2024 and held it in 1 quarter. The position peaked at $447K in Q4 2024. 1,480 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,207 Shopify shares in Q1 2025, an estimated $447K.
  • Sheets Smith Wealth Management first reported a position in Shopify in Q4 2024 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Shopify position peaked at $447K in Q4 2024.
  • 1,480 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.