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Beaird Harris Wealth Management’s Shopify SHOP Stock Holding History

Beaird Harris 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
2026
Q2 		$21.3K Buy
186
+152
+447% +$17.3K ﹤0.01% 333
2026
Q1 		$4.07K Hold
34
– – ﹤0.01% 434
2025
Q4 		$5.53K Hold
34
– – ﹤0.01% 430
2025
Q3 		$5.1K Buy
34
+14
+70% +$1.9K ﹤0.01% 423
2025
Q2 		$2.35K Buy
+20
New +$2K ﹤0.01% 483
2024
Q4 		– Sell
-1,000
Closed -$80.1K – 531
2024
Q3 		$80.1K Buy
1,000
+875
+700% +$60.4K 0.01% 197
2024
Q2 		$8.26K Sell
125
-111
-47% -$7.36K ﹤0.01% 395
2024
Q1 		$18.2K Hold
236
– – ﹤0.01% 288
2023
Q4 		$18.4K Buy
236
+151
+178% +$9.64K ﹤0.01% 270
2023
Q3 		$4.64K Hold
85
– – ﹤0.01% 311
2023
Q2 		$5.49K Buy
+85
New +$4.8K ﹤0.01% 312
2023
Q1 		– Sell
-40
Closed -$1.39K – 706
2022
Q4 		$1.39K Hold
40
– – ﹤0.01% 620
2022
Q3 		$1K Buy
+40
New +$1.36K ﹤0.01% 458
2022
Q2 		– Sell
-50
Closed -$3K – 573
2022
Q1 		$3K Buy
+50
New +$4.11K ﹤0.01% 500

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Beaird Harris Wealth Management's SHOP Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Shopify (SHOP) stake by 447% in Q2 2026, buying an estimated $17.3K and bringing the position to 186 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Beaird Harris Wealth Management first reported a position in SHOP in Q1 2022 and has held it in 14 quarters since. The position peaked at $80.1K in Q3 2024. 461 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Beaird Harris Wealth Management held 186 shares of Shopify worth $21.3K as of Q2 2026.
  • Beaird Harris Wealth Management bought 152 Shopify shares in Q2 2026, an estimated $17.3K.
  • Shopify made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Beaird Harris Wealth Management first reported a position in Shopify in Q1 2022 and has held it in 14 quarters since.
  • Beaird Harris Wealth Management's Shopify position peaked at $80.1K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.