Westmount Partners’s Shopify SHOP Stock Holding History

Westmount 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 Q2	$663K	Buy	5,806 +506	+10%	+$57.7K	0.15%	117
2026 Q1	$629K	Sell	5,300 -77	-1%	-$10.1K	0.15%	120
2025 Q4	$866K	Buy	5,377 +270	+5%	+$43.4K	0.22%	87
2025 Q3	$764K	Hold	5,107	–	–	0.2%	96
2025 Q2	$589K	Buy	5,107 +35	+0.7%	+$3.5K	0.16%	112
2025 Q1	$484K	Hold	5,072	–	–	0.15%	126
2024 Q4	$539K	Buy	5,072 +60	+1%	+$5.84K	0.16%	114
2024 Q3	$402K	Sell	5,012 -80	-2%	-$5.53K	0.12%	141
2024 Q2	$329K	Buy	5,092 +135	+3%	+$8.96K	0.11%	149
2024 Q1	$383K	Hold	4,957	–	–	0.14%	139
2023 Q4	$386K	Sell	4,957 -50	-1%	-$3.19K	0.16%	130
2023 Q3	$273K	Buy	5,007 +72	+1%	+$4.36K	0.12%	156
2023 Q2	$319K	Sell	4,935 -100	-2%	-$5.65K	0.14%	138
2023 Q1	$241K	Buy	+5,035	New	+$222K	0.11%	154

Other funds holding SHOP

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return