HWA
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Heartwood Wealth Advisors’s Shopify SHOP Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-184
Closed -$27.3K – 528
2025
Q3 		$27.3K Buy
+184
New +$24.9K ﹤0.01% 342

Other funds holding SHOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heartwood Wealth Advisors's SHOP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Shopify (SHOP) in Q4 2025, closing a stake of 184 shares — an estimated $27.3K sold.

Heartwood Wealth Advisors first reported a position in SHOP in Q3 2025 and held it in 1 quarter. The position peaked at $27.3K in Q3 2025. 1,894 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Shopify position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 184 Shopify shares in Q4 2025, an estimated $27.3K.
  • Heartwood Wealth Advisors first reported a position in Shopify in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Shopify position peaked at $27.3K in Q3 2025.
  • 1,894 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.