Uniting Wealth Partners’s Shopify SHOP Stock Holding History

Uniting Wealth Partners’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	-2,517	Closed	-$374K	–	196
2025 Q3	$374K	Sell	2,517 -483	-16%	-$65.5K	0.09%	118
2025 Q2	$346K	Hold	3,000	–	–	0.13%	77
2025 Q1	$290K	Hold	3,000	–	–	0.15%	76
2024 Q4	$319K	Buy	+3,000	New	+$292K	0.15%	69

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

Uniting Wealth Partners's SHOP Position: Q4 2025 in Review

Uniting Wealth Partners sold out of Shopify (SHOP) in Q4 2025, closing a stake of 2,517 shares — an estimated $374K sold.

Uniting Wealth Partners first reported a position in SHOP in Q4 2024 and held it in 4 quarters. The position peaked at $374K in Q3 2025. 1,888 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

Uniting Wealth Partners reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
Uniting Wealth Partners sold 2,517 Shopify shares in Q4 2025, an estimated $374K.
Uniting Wealth Partners first reported a position in Shopify in Q4 2024 and held it in 4 quarters.
Uniting Wealth Partners's Shopify position peaked at $374K in Q3 2025.
1,888 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.