Tucker Asset Management’s Shopify SHOP Stock Holding History

Tucker Asset 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	$70.3K	Sell	437 -2,028	-82%	-$326K	0.02%	242
2025 Q3	$366K	Buy	+2,465	New	+$334K	0.11%	56
2025 Q1	–	Sell	-327	Closed	-$34.8K	–	823
2024 Q4	$34.8K	Hold	327	–	–	﹤0.01%	426
2024 Q3	$26.2K	Hold	327	–	–	0.01%	465
2024 Q2	$21.6K	Buy	327 +117	+56%	+$7.76K	﹤0.01%	609
2024 Q1	$16.2K	Hold	210	–	–	﹤0.01%	728
2023 Q4	$16.4K	Buy	+210	New	+$13.4K	﹤0.01%	586
2023 Q3	–	Sell	-10	Closed	-$646	–	1530
2023 Q2	$646	Hold	10	–	–	﹤0.01%	1015
2023 Q1	$479	Hold	10	–	–	﹤0.01%	1056
2022 Q4	$351	Hold	10	–	–	﹤0.01%	727
2022 Q3	$342	Buy	+10	New	+$340	﹤0.01%	768

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

Tucker Asset Management's SHOP Position: Q4 2025 in Review

Tucker Asset Management reduced its Shopify (SHOP) stake by 82% in Q4 2025, selling an estimated $326K and leaving 437 shares worth $70.3K. The position accounts for 0.02% of the portfolio, ranked #242.

Tucker Asset Management first reported a position in SHOP in Q3 2022 and has held it in 11 quarters since. The position peaked at $366K in Q3 2025. 1,883 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Tucker Asset Management held 437 shares of Shopify worth $70.3K as of Q4 2025.
Tucker Asset Management sold 2,028 Shopify shares in Q4 2025, an estimated $326K.
Shopify made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #242 holding.
Tucker Asset Management first reported a position in Shopify in Q3 2022 and has held it in 11 quarters since.
Tucker Asset Management's Shopify position peaked at $366K in Q3 2025.
1,883 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.