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Shopify Inc cl a shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling Wealth Advisors investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Marshall & Sterling 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4k 20 118.60

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Shopify Inc cl a

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

View all funds holding Shopify Inc cl a