SW
SHOP icon

SVB Wealth’s Shopify SHOP Stock Holding History

SVB Wealth’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
Q2 		– Sell
-5,415
Closed -$517K – 1433
2025
Q1 		$517K Buy
5,415
+119
+2% +$13K 0.02% 211
2024
Q4 		$563K Buy
+5,296
New +$515K 0.01% 404
2024
Q3 		– Sell
-5,094
Closed -$336K – 503
2024
Q2 		$336K Sell
5,094
-1,021
-17% -$67.7K 0.01% 533
2024
Q1 		$472K Sell
6,115
-1,106
-15% -$87.4K 0.01% 491
2023
Q4 		$563K Buy
7,221
+282
+4% +$18K 0.01% 454
2023
Q3 		$379K Sell
6,939
-429
-6% -$26K 0.01% 529
2023
Q2 		$476K Sell
7,368
-160
-2% -$9.04K 0.01% 504
2023
Q1 		$361K Sell
7,528
-4,061
-35% -$179K 0.01% 655
2022
Q4 		$402K Sell
11,589
-1,247
-10% -$42.6K 0.01% 622
2022
Q3 		$346K Buy
12,836
+4,251
+50% +$145K 0.01% 642
2022
Q2 		$268K Buy
8,585
+1,995
+30% +$85.2K ﹤0.01% 601
2022
Q1 		$445K Buy
6,590
+810
+14% +$66.5K 0.01% 468
2021
Q4 		$796K Sell
5,780
-1,210
-17% -$177K 0.01% 350
2021
Q3 		$948K Buy
6,990
+470
+7% +$70.4K 0.01% 406
2021
Q2 		$952K Buy
6,520
+3,900
+149% +$481K 0.01% 396
2021
Q1 		$290K Buy
2,620
+530
+25% +$64K ﹤0.01% 702
2020
Q4 		$236K Buy
+2,090
New +$219K ﹤0.01% 698

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
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
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

SVB Wealth's SHOP Position: Q2 2025 in Review

SVB Wealth sold out of Shopify (SHOP) in Q2 2025, closing a stake of 5,415 shares — an estimated $517K sold.

SVB Wealth first reported a position in SHOP in Q4 2020 and held it in 17 quarters. The position peaked at $952K in Q2 2021. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • SVB Wealth reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 5,415 Shopify shares in Q2 2025, an estimated $517K.
  • SVB Wealth first reported a position in Shopify in Q4 2020 and held it in 17 quarters.
  • SVB Wealth's Shopify position peaked at $952K in Q2 2021.
  • 1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.