VWM
SHOP icon

Valley Wealth Managers’s Shopify SHOP Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-2,150
Closed -$248K – 326
2025
Q2 		$248K Hold
2,150
– – 0.02% 172
2025
Q1 		$205K Hold
2,150
– – 0.02% 172
2024
Q4 		$229K Hold
2,150
– – 0.02% 177
2024
Q3 		$172K Hold
2,150
– – 0.01% 182
2024
Q2 		$142K Hold
2,150
– – 0.01% 193
2024
Q1 		$166K Hold
2,150
– – 0.01% 187
2023
Q4 		$167K Hold
2,150
– – 0.01% 186
2023
Q3 		$117K Hold
2,150
– – 0.01% 195
2023
Q2 		$139K Hold
2,150
– – 0.01% 172
2023
Q1 		$103K Hold
2,150
– – 0.01% 186
2022
Q4 		$74.6K Sell
2,150
-10
-0.5% -$341 0.01% 208
2022
Q3 		$58K Buy
2,160
+10
+0.5% +$340 0.01% 231
2022
Q2 		$67K Buy
+2,150
New +$91.8K 0.01% 232
2022
Q1 		– Sell
-2,860
Closed -$394K – 195
2021
Q4 		$394K Hold
2,860
– – 0.03% 142
2021
Q3 		$388K Buy
2,860
+710
+33% +$106K 0.03% 139
2021
Q2 		$314K Hold
2,150
– – 0.03% 154
2021
Q1 		$238K Hold
2,150
– – 0.02% 154
2020
Q4 		$243K Buy
+2,150
New +$226K 0.02% 148

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return