FGC
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Financial Gravity Companies’s Shopify SHOP Stock Holding History

Financial Gravity Companies’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 		$27.5K Buy
+238
New +$23.8K 0.01% 395
2024
Q4 		$25.6K Buy
+241
New +$23.4K 0.01% 401
2018
Q4 		$164K Buy
+9,620
New +$135K 0.15% 152

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Gravity Companies's SHOP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Shopify (SHOP) in Q2 2025: 238 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHOP as recently as Q4 2024.

Financial Gravity Companies first reported a position in SHOP in Q4 2018 and has held it in 3 quarters since. The position peaked at $164K in Q4 2018. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

  • Financial Gravity Companies held 238 shares of Shopify worth $27.5K as of Q2 2025.
  • Shopify was a new Financial Gravity Companies position in Q2 2025.
  • Shopify made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #395 holding.
  • Financial Gravity Companies first reported a position in Shopify in Q4 2018 and has held it in 3 quarters since.
  • Financial Gravity Companies's Shopify position peaked at $164K in Q4 2018.
  • 1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.