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Stephens Consulting’s Shopify SHOP Stock Holding History

Stephens Consulting’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 		$322 Hold
2
– – ﹤0.01% 443
2025
Q3 		$298 Buy
+2
New +$271 ﹤0.01% 378
2025
Q1 		– Sell
-237
Closed -$25.2K – 1554
2024
Q4 		$25.2K Hold
237
– – 0.01% 250
2024
Q3 		$19K Sell
237
-53
-18% -$3.66K ﹤0.01% 270
2024
Q2 		$19.2K Buy
+290
New +$19.2K 0.01% 269
2022
Q4 		– Sell
-50
Closed -$1.35K – 551
2022
Q3 		$1.35K Hold
50
– – ﹤0.01% 508
2022
Q2 		$1.56K Hold
50
– – ﹤0.01% 491
2022
Q1 		$3.38K Sell
50
-150
-75% -$12.3K ﹤0.01% 470
2021
Q4 		$27.6K Buy
+200
New +$29.2K 0.02% 260

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 $1.56T 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 $570B AUM 27.57% 1-Year Est. Return

Stephens Consulting's SHOP Position: Q4 2025 in Review

Stephens Consulting held its Shopify (SHOP) position steady in Q4 2025 at 2 shares worth $322. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Stephens Consulting first reported a position in SHOP in Q4 2021 and has held it in 9 quarters since. The position peaked at $27.6K in Q4 2021. 1,883 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

  • Stephens Consulting held 2 shares of Shopify worth $322 as of Q4 2025.
  • Stephens Consulting left its Shopify share count unchanged in Q4 2025.
  • Shopify made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #443 holding.
  • Stephens Consulting first reported a position in Shopify in Q4 2021 and has held it in 9 quarters since.
  • Stephens Consulting's Shopify position peaked at $27.6K in Q4 2021.
  • 1,883 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.