WWM
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Whalen Wealth Management’s Shopify SHOP Stock Holding History

Whalen Wealth Management’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
-4,339
Closed -$461K – 166
2024
Q4 		$461K Buy
+4,339
New +$422K 0.32% 66

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's SHOP Position: Q1 2025 in Review

Whalen Wealth Management sold out of Shopify (SHOP) in Q1 2025, closing a stake of 4,339 shares — an estimated $461K sold.

Whalen Wealth Management first reported a position in SHOP in Q4 2024 and held it in 1 quarter. The position peaked at $461K in Q4 2024. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

  • Whalen Wealth Management reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,339 Shopify shares in Q1 2025, an estimated $461K.
  • Whalen Wealth Management first reported a position in Shopify in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Shopify position peaked at $461K in Q4 2024.
  • 1,477 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.