HIA
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Harbor Investment Advisory’s Shopify SHOP Stock Holding History

Harbor Investment Advisory’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 		$432K Buy
3,787
+600
+19% +$68.5K 0.03% 318
2026
Q1 		$378K Sell
3,187
-937
-23% -$123K 0.03% 317
2025
Q4 		$664K Buy
4,124
+144
+4% +$23.1K 0.05% 247
2025
Q3 		$591K Sell
3,980
-200
-5% -$27.1K 0.05% 252
2025
Q2 		$482K Sell
4,180
-206
-5% -$20.6K 0.04% 270
2025
Q1 		$419K Hold
4,386
– – 0.04% 272
2024
Q4 		$466K Buy
4,386
+238
+6% +$23.1K 0.04% 246
2024
Q3 		$332K Sell
4,148
-575
-12% -$39.7K 0.03% 279
2024
Q2 		$312K Buy
4,723
+565
+14% +$37.5K 0.03% 277
2024
Q1 		$321K Sell
4,158
-67
-2% -$5.29K 0.03% 271
2023
Q4 		$329K Sell
4,225
-230
-5% -$14.7K 0.04% 262
2023
Q3 		$243K Sell
4,455
-4,954
-53% -$300K 0.03% 281
2023
Q2 		$608K Sell
9,409
-482
-5% -$27.2K 0.08% 193
2023
Q1 		$474K Sell
9,891
-1,420
-13% -$62.5K 0.07% 215
2022
Q4 		$393K Sell
11,311
-1,058
-9% -$36.1K 0.06% 236
2022
Q3 		$333K Buy
12,369
+1,994
+19% +$67.8K 0.05% 251
2022
Q2 		$318K Sell
10,375
-505
-5% -$21.6K 0.05% 256
2022
Q1 		$735K Sell
10,880
-2,970
-21% -$244K 0.1% 171
2021
Q4 		$1.91M Buy
13,850
+20
+0.1% +$2.92K 0.24% 81
2021
Q3 		$1.88M Buy
13,830
+130
+0.9% +$19.5K 0.25% 73
2021
Q2 		$2M Sell
13,700
-290
-2% -$35.7K 0.27% 76
2021
Q1 		$1.55M Sell
13,990
-260
-2% -$31.4K 0.23% 87
2020
Q4 		$1.61M Buy
14,250
+3,250
+30% +$341K 0.26% 82
2020
Q3 		$1.13M Sell
11,000
-1,950
-15% -$194K 0.22% 91
2020
Q2 		$1.23M Buy
12,950
+5,190
+67% +$360K 0.26% 80
2020
Q1 		$324K Buy
7,760
+760
+11% +$34.3K 0.09% 173
2019
Q4 		$278K Buy
+7,000
New +$237K 0.06% 210

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

Harbor Investment Advisory's SHOP Position: Q2 2026 in Review

Harbor Investment Advisory increased its Shopify (SHOP) stake by 19% in Q2 2026, buying an estimated $68.5K and bringing the position to 3,787 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #318.

Harbor Investment Advisory first reported a position in SHOP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2M in Q2 2021. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Harbor Investment Advisory held 3,787 shares of Shopify worth $432K as of Q2 2026.
  • Harbor Investment Advisory bought 600 Shopify shares in Q2 2026, an estimated $68.5K.
  • Shopify made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #318 holding.
  • Harbor Investment Advisory first reported a position in Shopify in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Shopify position peaked at $2M in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.