Waldron Private Wealth’s Shopify SHOP Stock Holding History

Waldron Private Wealth’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 Q1	–	Sell	-2,164	Closed	-$230K	–	408
2024 Q4	$230K	Hold	2,164	–	–	0.01%	381
2024 Q3	$173K	Buy	+2,164	New	+$149K	0.01%	405

Other funds holding SHOP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Waldron Private Wealth's SHOP Position: Q1 2025 in Review

Waldron Private Wealth sold out of Shopify (SHOP) in Q1 2025, closing a stake of 2,164 shares — an estimated $230K sold.

Waldron Private Wealth first reported a position in SHOP in Q3 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

Waldron Private Wealth reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 2,164 Shopify shares in Q1 2025, an estimated $230K.
Waldron Private Wealth first reported a position in Shopify in Q3 2024 and held it in 2 quarters.
Waldron Private Wealth's Shopify position peaked at $230K in Q4 2024.
1,477 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.