WMP
SHOP icon

Wealth Management Partners’s Shopify SHOP Stock Holding History

Wealth Management 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
2026
Q1 		$1.21M Buy
10,185
+133
+1% +$17.5K 0.35% 64
2025
Q4 		$1.62M Sell
10,052
-63
-0.6% -$10.1K 0.46% 47
2025
Q3 		$1.5M Sell
10,115
-182
-2% -$24.7K 0.48% 46
2025
Q2 		$1.2M Buy
10,297
+18
+0.2% +$1.8K 0.42% 52
2025
Q1 		$994K Sell
10,279
-305
-3% -$33.2K 0.46% 53
2024
Q4 		$1.13M Sell
10,584
-70
-0.7% -$6.81K 0.49% 47
2024
Q3 		$854K Buy
+10,654
New +$736K 0.4% 54
2024
Q2 		– Sell
-14,602
Closed -$1.13M – 120
2024
Q1 		$1.13M Buy
14,602
+680
+5% +$53.7K 0.57% 40
2023
Q4 		$1.08M Buy
13,922
+126
+0.9% +$8.05K 0.6% 38
2023
Q3 		$753K Buy
13,796
+780
+6% +$47.3K 0.47% 45
2023
Q2 		$841K Buy
13,016
+939
+8% +$53.1K 0.53% 43
2023
Q1 		$579K Buy
+12,077
New +$531K 0.4% 54
2022
Q2 		– Sell
-10,000
Closed -$495K – 119
2022
Q1 		$495K Buy
+10,000
New +$821K 0.35% 58
2021
Q1 		– Sell
-4,710
Closed -$546K – 131
2020
Q4 		$546K Buy
+4,710
New +$494K 0.43% 56

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return