Tyler-Stone Wealth Management’s Shopify SHOP Stock Holding History

Tyler-Stone 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 Q2	$878K	Buy	7,610 +200	+3%	+$20K	0.14%	134
2025 Q1	$707K	Sell	7,410 -560	-7%	-$61K	0.13%	149
2024 Q4	$847K	Buy	7,970 +50	+0.6%	+$4.86K	0.15%	123
2024 Q3	$635K	Buy	7,920 +3,960	+100%	+$274K	0.12%	156
2024 Q2	$262K	Buy	3,960 +50	+1%	+$3.32K	0.11%	163
2024 Q1	$302K	Buy	3,910 +50	+1%	+$3.95K	0.13%	145
2023 Q4	$301K	Buy	3,860 +800	+26%	+$51.1K	0.15%	136
2023 Q3	$167K	Hold	3,060	–	–	0.1%	178
2023 Q2	$198K	Buy	+3,060	New	+$173K	0.11%	164
2022 Q4	$104K	Buy	3,010 +50	+2%	+$1.71K	0.07%	227
2022 Q3	$80K	Hold	2,960	–	–	0.06%	245
2022 Q2	$92K	Buy	2,960 +150	+5%	+$6.41K	0.06%	251
2022 Q1	$190K	Buy	2,810 +250	+10%	+$20.5K	0.1%	182
2021 Q4	$353K	Buy	+2,560	New	+$374K	0.19%	109

Other funds holding SHOP

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

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

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

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

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

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

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

Tyler-Stone Wealth Management's SHOP Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Shopify (SHOP) stake by 2.7% in Q2 2025, buying an estimated $20K and bringing the position to 7,610 shares worth $878K. The position accounts for 0.14% of the portfolio, ranked #134.

Tyler-Stone Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 14 quarters since. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Tyler-Stone Wealth Management held 7,610 shares of Shopify worth $878K as of Q2 2025.
Tyler-Stone Wealth Management bought 200 Shopify shares in Q2 2025, an estimated $20K.
Shopify made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #134 holding.
Tyler-Stone Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 14 quarters since.
1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.