HWM
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Hemington Wealth Management’s Shopify SHOP Stock Holding History

Hemington 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
Q3 		$73K Hold
496
– – 0.01% 288
2025
Q2 		$57K Buy
496
+44
+10% +$4.4K 0.01% 313
2025
Q1 		$43K Buy
452
+17
+4% +$1.85K 0.01% 356
2024
Q4 		$46K Buy
435
+53
+14% +$5.16K 0.01% 327
2024
Q3 		$29K Buy
+382
New +$26.4K 0.01% 415

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Hemington Wealth Management's SHOP Position: Q3 2025 in Review

Hemington Wealth Management held its Shopify (SHOP) position steady in Q3 2025 at 496 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #288.

Hemington Wealth Management first reported a position in SHOP in Q3 2024 and has held it in 5 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

  • Hemington Wealth Management held 496 shares of Shopify worth $73K as of Q3 2025.
  • Hemington Wealth Management left its Shopify share count unchanged in Q3 2025.
  • Shopify made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #288 holding.
  • Hemington Wealth Management first reported a position in Shopify in Q3 2024 and has held it in 5 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.