MLG Wealth Management DBA Pine Grove Financial Group’s Shopify SHOP Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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	$663K	Buy	+4,120	New	+$662K	0.08%	101

Other funds holding SHOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's SHOP Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Shopify (SHOP) in Q4 2025: 4,120 shares worth $663K. The stake represents 0.08% of the portfolio and ranks #101 among its holdings.

1,889 funds tracked by Wall St. Rank hold SHOP as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 4,120 shares of Shopify worth $663K as of Q4 2025.
Shopify was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Shopify made up 0.08% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #101 holding.
1,889 funds tracked by Wall St. Rank held Shopify as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.