Washington Trust’s Shopify SHOP Stock Holding History

Washington Trust’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	–	Sell	-72	Closed	-$6.88K	–	636
2025 Q1	$6.88K	Sell	72 -4	-5%	-$436	﹤0.01%	629
2024 Q4	$8.08K	Hold	76	–	–	﹤0.01%	684
2024 Q3	$6.09K	Hold	76	–	–	﹤0.01%	719
2024 Q2	$5.02K	Hold	76	–	–	﹤0.01%	737
2024 Q1	$5.87K	Sell	76 -1	-1%	-$79	﹤0.01%	724
2023 Q4	$6K	Buy	77 +27	+54%	+$1.72K	﹤0.01%	687
2023 Q3	$2.73K	Hold	50	–	–	﹤0.01%	740
2023 Q2	$3.23K	Hold	50	–	–	﹤0.01%	747
2023 Q1	$2.4K	Hold	50	–	–	﹤0.01%	786
2022 Q4	$1.74K	Hold	50	–	–	﹤0.01%	835
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	896
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	821
2022 Q1	$3K	Buy	+50	New	+$4.11K	﹤0.01%	795
2021 Q2	–	Sell	-400	Closed	-$44K	–	1075
2021 Q1	$44K	Buy	+400	New	+$48.3K	﹤0.01%	529
2020 Q2	–	Sell	-20	Closed	-$1K	–	981
2020 Q1	$1K	Buy	+20	New	+$902	﹤0.01%	914

Other funds holding SHOP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Washington Trust's SHOP Position: Q2 2025 in Review

Washington Trust sold out of Shopify (SHOP) in Q2 2025, closing a stake of 72 shares — an estimated $6.88K sold.

Washington Trust first reported a position in SHOP in Q1 2020 and held it in 15 quarters. The position peaked at $44K in Q1 2021. 1,556 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Washington Trust reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 72 Shopify shares in Q2 2025, an estimated $6.88K.
Washington Trust first reported a position in Shopify in Q1 2020 and held it in 15 quarters.
Washington Trust's Shopify position peaked at $44K in Q1 2021.
1,556 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.