Halbert Hargrove Global Advisors’s Shopify SHOP Stock Holding History

Halbert Hargrove Global Advisors’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	$494	Buy	+4	New	+$456	﹤0.01%	534
2023 Q4	–	Sell	-12,000	Closed	-$655K	–	105
2023 Q3	$655K	Hold	12,000	–	–	0.05%	52
2023 Q2	$775K	Sell	12,000 -279	-2%	-$15.8K	0.06%	45
2023 Q1	$589K	Buy	12,279 +7	+0.1%	+$308	0.04%	73
2022 Q4	$426K	Buy	12,272 +101	+0.8%	+$3.45K	0.03%	85
2022 Q3	$328K	Buy	12,171 +1	+0%	+$34	0.03%	99
2022 Q2	$380K	Buy	12,170 +160	+1%	+$6.83K	0.03%	86
2022 Q1	$812K	Hold	12,010	–	–	0.05%	62
2021 Q4	$1.65M	Buy	12,010 +10	+0.1%	+$1.46K	0.11%	35
2021 Q3	$1.63M	Hold	12,000	–	–	0.11%	29
2021 Q2	$1.75M	Hold	12,000	–	–	0.12%	32
2021 Q1	$1.33M	Hold	12,000	–	–	0.1%	32
2020 Q4	$1.36M	Hold	12,000	–	–	0.1%	29
2020 Q3	$1.23M	Buy	+12,000	New	+$1.19M	0.12%	25

Other funds holding SHOP

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Halbert Hargrove Global Advisors's SHOP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Shopify (SHOP) in Q2 2026: 4 shares worth $494. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SHOP as recently as Q3 2023.

Halbert Hargrove Global Advisors first reported a position in SHOP in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.75M in Q2 2021. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Halbert Hargrove Global Advisors held 4 shares of Shopify worth $494 as of Q2 2026.
Shopify was a new Halbert Hargrove Global Advisors position in Q2 2026.
Shopify made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #534 holding.
Halbert Hargrove Global Advisors first reported a position in Shopify in Q3 2020 and has held it in 14 quarters since.
Halbert Hargrove Global Advisors's Shopify position peaked at $1.75M in Q2 2021.
1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.