Tower View Wealth Management’s Shopify SHOP Stock Holding History

Tower View 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 Q4	–	Sell	-50	Closed	-$7.43K	–	185
2025 Q3	$7.43K	Hold	50	–	–	﹤0.01%	141
2025 Q2	$5.77K	Hold	50	–	–	﹤0.01%	165
2025 Q1	$4.77K	Hold	50	–	–	﹤0.01%	158
2024 Q4	$5.32K	Hold	50	–	–	﹤0.01%	151
2024 Q3	$4.01K	Hold	50	–	–	﹤0.01%	172
2024 Q2	$3.3K	Hold	50	–	–	﹤0.01%	169
2024 Q1	$3.86K	Hold	50	–	–	﹤0.01%	170
2023 Q4	$4K	Hold	50	–	–	﹤0.01%	160
2023 Q3	$3K	Hold	50	–	–	﹤0.01%	163
2023 Q2	$3K	Buy	+50	New	+$2.83K	﹤0.01%	172
2022 Q4	–	Sell	-14,835	Closed	-$400K	–	170
2022 Q3	$400K	Sell	14,835 -27,255	-65%	-$927K	0.3%	51
2022 Q2	$1.31M	Buy	+42,090	New	+$1.8M	0.97%	41
2020 Q2	–	Sell	-27,170	Closed	-$1.13M	–	157
2020 Q1	$1.13M	Buy	+27,170	New	+$1.22M	1.02%	42

Other funds holding SHOP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tower View Wealth Management's SHOP Position: Q4 2025 in Review

Tower View Wealth Management sold out of Shopify (SHOP) in Q4 2025, closing a stake of 50 shares — an estimated $7.43K sold.

Tower View Wealth Management first reported a position in SHOP in Q1 2020 and held it in 13 quarters. The position peaked at $1.31M in Q2 2022. 1,883 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Tower View Wealth Management reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Tower View Wealth Management sold 50 Shopify shares in Q4 2025, an estimated $7.43K.
Tower View Wealth Management first reported a position in Shopify in Q1 2020 and held it in 13 quarters.
Tower View Wealth Management's Shopify position peaked at $1.31M in Q2 2022.
1,883 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.