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Sonora Investment Management Group’s Shopify SHOP Stock Holding History

Sonora Investment Management Group’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
Q3 		$455K Buy
3,060
+418
+16% +$56.7K 0.03% 174
2025
Q2 		$305K Buy
2,642
+195
+8% +$19.5K 0.02% 218
2025
Q1 		$234K Sell
2,447
-899
-27% -$98K 0.02% 246
2024
Q4 		$356K Buy
3,346
+229
+7% +$22.3K 0.03% 201
2024
Q3 		$250K Buy
+3,117
New +$215K 0.02% 240

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sonora Investment Management Group's SHOP Position: Q3 2025 in Review

Sonora Investment Management Group increased its Shopify (SHOP) stake by 16% in Q3 2025, buying an estimated $56.7K and bringing the position to 3,060 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #174.

Sonora Investment Management Group first reported a position in SHOP in Q3 2024 and has held it in 5 quarters since. 1,720 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

  • Sonora Investment Management Group held 3,060 shares of Shopify worth $455K as of Q3 2025.
  • Sonora Investment Management Group bought 418 Shopify shares in Q3 2025, an estimated $56.7K.
  • Shopify made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #174 holding.
  • Sonora Investment Management Group first reported a position in Shopify in Q3 2024 and has held it in 5 quarters since.
  • 1,720 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.