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Vermillion & White Wealth Management Group’s Shopify SHOP Stock Holding History

Vermillion & White Wealth Management Group’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
-85
Closed -$12.6K – 621
2025
Q3 		$12.6K Hold
85
– – 0.01% 301
2025
Q2 		$9.8K Hold
85
– – 0.01% 299
2025
Q1 		$8.12K Hold
85
– – 0.01% 302
2024
Q4 		$9.04K Buy
+85
New +$8.27K 0.01% 238
2024
Q1 		– Sell
-85
Closed -$6.62K – 359
2023
Q4 		$6.62K Buy
+85
New +$5.43K 0.01% 192

Other funds holding SHOP

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $570B AUM 27.57% 1-Year Est. Return

Vermillion & White Wealth Management Group's SHOP Position: Q4 2025 in Review

Vermillion & White Wealth Management Group sold out of Shopify (SHOP) in Q4 2025, closing a stake of 85 shares — an estimated $12.6K sold.

Vermillion & White Wealth Management Group first reported a position in SHOP in Q4 2023 and held it in 5 quarters. The position peaked at $12.6K in Q3 2025. 1,884 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

  • Vermillion & White Wealth Management Group reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 85 Shopify shares in Q4 2025, an estimated $12.6K.
  • Vermillion & White Wealth Management Group first reported a position in Shopify in Q4 2023 and held it in 5 quarters.
  • Vermillion & White Wealth Management Group's Shopify position peaked at $12.6K in Q3 2025.
  • 1,884 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2025, filed 18 Feb 2026.