Hartford Financial Management’s Shopify SHOP Stock Holding History

Hartford Financial 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	$15.5K	Hold	136	–	–	﹤0.01%	259
2026 Q1	$16.1K	Hold	136	–	–	﹤0.01%	250
2025 Q4	$21.9K	Hold	136	–	–	0.01%	235
2025 Q3	$20.2K	Hold	136	–	–	0.01%	240
2025 Q2	$15.7K	Hold	136	–	–	﹤0.01%	259
2025 Q1	$13K	Hold	136	–	–	﹤0.01%	280
2024 Q4	$14.5K	Hold	136	–	–	﹤0.01%	282
2024 Q3	$10.9K	Hold	136	–	–	﹤0.01%	297
2024 Q2	$8.98K	Buy	136 +36	+36%	+$2.39K	﹤0.01%	304
2024 Q1	$7.72K	Hold	100	–	–	﹤0.01%	321
2023 Q4	$7.79K	Hold	100	–	–	﹤0.01%	324
2023 Q3	$5.46K	Sell	100 -100	-50%	-$6.06K	﹤0.01%	329
2023 Q2	$12.9K	Buy	200 +17	+9%	+$961	﹤0.01%	267
2023 Q1	$8.77K	Hold	183	–	–	﹤0.01%	287
2022 Q4	$6.35K	Buy	183 +83	+83%	+$2.83K	﹤0.01%	301
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	340
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	345
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	312
2021 Q4	$14K	Hold	100	–	–	﹤0.01%	275
2021 Q3	$14K	Hold	100	–	–	﹤0.01%	273
2021 Q2	$15K	Hold	100	–	–	﹤0.01%	270
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	294
2020 Q4	$11K	Buy	+100	New	+$10.5K	﹤0.01%	283
2020 Q3	–	Sell	-1,500	Closed	-$142K	–	343
2020 Q2	$142K	Hold	1,500	–	–	0.05%	149
2020 Q1	$63K	Buy	+1,500	New	+$67.6K	0.03%	174

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

Hartford Financial Management's SHOP Position: Q2 2026 in Review

Hartford Financial Management held its Shopify (SHOP) position steady in Q2 2026 at 136 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Hartford Financial Management first reported a position in SHOP in Q1 2020 and has held it in 25 quarters since. The position peaked at $142K in Q2 2020. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Hartford Financial Management held 136 shares of Shopify worth $15.5K as of Q2 2026.
Hartford Financial Management left its Shopify share count unchanged in Q2 2026.
Shopify made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #259 holding.
Hartford Financial Management first reported a position in Shopify in Q1 2020 and has held it in 25 quarters since.
Hartford Financial Management's Shopify position peaked at $142K in Q2 2020.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.