HFS
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Howard Financial Services’s Shopify SHOP Stock Holding History

Howard Financial Services’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
-1,969
Closed -$209K – 194
2024
Q4 		$209K Buy
+1,969
New +$192K 0.03% 176

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

Howard Financial Services's SHOP Position: Q1 2025 in Review

Howard Financial Services sold out of Shopify (SHOP) in Q1 2025, closing a stake of 1,969 shares — an estimated $209K sold.

Howard Financial Services first reported a position in SHOP in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

  • Howard Financial Services reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
  • Howard Financial Services sold 1,969 Shopify shares in Q1 2025, an estimated $209K.
  • Howard Financial Services first reported a position in Shopify in Q4 2024 and held it in 1 quarter.
  • Howard Financial Services's Shopify position peaked at $209K in Q4 2024.
  • 1,477 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Howard Financial Services's 13F filing for Q1 2025, filed 7 Apr 2025.