Tru Independence Asset Management 2’s Shopify SHOP Stock Holding History

Tru Independence Asset Management 2’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
2026 Q1	–	Sell	-1,500	Closed	-$241K	–	87
2025 Q4	$241K	Hold	1,500	–	–	0.15%	78
2025 Q3	$223K	Buy	+1,500	New	+$203K	0.15%	82
2025 Q2	–	Sell	-4,000	Closed	-$382K	–	94
2025 Q1	$382K	Hold	4,000	–	–	0.29%	68
2024 Q4	$425K	Hold	4,000	–	–	0.35%	53
2024 Q3	$321K	Buy	+4,000	New	+$276K	0.27%	61
2022 Q1	–	Sell	-4,940	Closed	-$680K	–	131
2021 Q4	$680K	Sell	4,940 -510	-9%	-$74.5K	0.36%	54
2021 Q3	$739K	Buy	5,450 +3,190	+141%	+$478K	0.52%	41
2021 Q2	$330K	Buy	+2,260	New	+$278K	0.23%	87
2021 Q1	–	Sell	-350	Closed	-$40K	–	361
2020 Q4	$40K	Buy	+350	New	+$36.7K	0.03%	198

Other funds holding SHOP

Capital International Investors

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

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

Baillie Gifford & Co

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

T. Rowe Price Associates

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

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

Royal Bank of Canada

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return