The Wealth Group’s Shopify SHOP Stock Holding History

The Wealth 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 Q4	–	Sell	-1,384	Closed	-$206K	–	89
2025 Q3	$206K	Buy	+1,384	New	+$188K	0.05%	80

Other funds holding SHOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

The Wealth Group's SHOP Position: Q4 2025 in Review

The Wealth Group sold out of Shopify (SHOP) in Q4 2025, closing a stake of 1,384 shares — an estimated $206K sold.

The Wealth Group first reported a position in SHOP in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 1,891 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

The Wealth Group reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
The Wealth Group sold 1,384 Shopify shares in Q4 2025, an estimated $206K.
The Wealth Group first reported a position in Shopify in Q3 2025 and held it in 1 quarter.
The Wealth Group's Shopify position peaked at $206K in Q3 2025.
1,891 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on The Wealth Group's 13F filing for Q4 2025, filed 12 Jan 2026.