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Shopify Inc cl a shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 1.6k 151.30
2025-06-30 $208k 1.8k 115.35

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Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
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iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Core S&P 500 ETF Etf (IVV)
Microsoft Common Stock (MSFT)
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First Trust Preferred Securities and Income ETF Etf (FPE)
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Palo Alto Networks Common Stock (PANW)
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Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding Shopify Inc cl a

Capital World Investors
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Baillie Gifford & Co
Jpmorgan Chase & Co
Morgan Stanley
Royal Bank of Canada
Fil
Jennison Associates
CIBC World Markets
Loomis, Sayles and
Invesco
Geode Capital Management
Bank Of Montreal

View all funds holding Shopify Inc cl a