EFG
SHOP icon

Everhart Financial Group’s Shopify SHOP Stock Holding History

Everhart 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
2026
Q2 		$835K Sell
7,313
-2
-0% -$228 0.05% 204
2026
Q1 		$868K Buy
7,315
+130
+2% +$17.1K 0.07% 199
2025
Q4 		$1.16M Hold
7,185
– – 0.11% 133
2025
Q3 		$1.07M Sell
7,185
-136
-2% -$18.4K 0.11% 133
2025
Q2 		$844K Sell
7,321
-100
-1% -$10K 0.1% 144
2025
Q1 		$709K Hold
7,421
– – 0.1% 149
2024
Q4 		$789K Buy
7,421
+4
+0.1% +$389 0.16% 130
2024
Q3 		$594K Sell
7,417
-28
-0.4% -$1.93K 0.13% 172
2024
Q2 		$492K Buy
7,445
+65
+0.9% +$4.31K 0.13% 163
2024
Q1 		$570K Buy
7,380
+89
+1% +$7.03K 0.17% 131
2023
Q4 		$568K Buy
+7,291
New +$466K 0.2% 101
2022
Q4 		– Sell
-7,660
Closed -$207K – 224
2022
Q3 		$207K Sell
7,660
-80
-1% -$2.72K 0.11% 184
2022
Q2 		$242K Buy
7,740
+430
+6% +$18.4K 0.15% 145
2022
Q1 		$494K Sell
7,310
-150
-2% -$12.3K 0.29% 77
2021
Q4 		$1.03M Buy
7,460
+690
+10% +$101K 0.62% 37
2021
Q3 		$918K Sell
6,770
-10
-0.1% -$1.5K 0.63% 36
2021
Q2 		$990K Hold
6,780
– – 0.68% 34
2021
Q1 		$750K Sell
6,780
-2,020
-23% -$244K 0.66% 37
2020
Q4 		$997K Buy
+8,800
New +$924K 0.92% 28

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Everhart Financial Group's SHOP Position: Q2 2026 in Review

Everhart Financial Group reduced its Shopify (SHOP) stake by 0.03% in Q2 2026, selling an estimated $228 and leaving 7,313 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #204.

Everhart Financial Group first reported a position in SHOP in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2025. 313 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Everhart Financial Group held 7,313 shares of Shopify worth $835K as of Q2 2026.
  • Everhart Financial Group sold 2 Shopify shares in Q2 2026, an estimated $228.
  • Shopify made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #204 holding.
  • Everhart Financial Group first reported a position in Shopify in Q4 2020 and has held it in 19 quarters since.
  • Everhart Financial Group's Shopify position peaked at $1.16M in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.