HWM
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HB Wealth Management’s Shopify SHOP Stock Holding History

HB 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 		$32.2M Buy
282,009
+270,627
+2,378% +$30.9M 0.18% 66
2026
Q1 		$1.35M Sell
11,382
-10
-0.1% -$1.31K 0.01% 557
2025
Q4 		$1.83M Buy
11,392
+1,285
+13% +$206K 0.01% 426
2025
Q3 		$1.5M Buy
10,107
+1,767
+21% +$240K 0.01% 492
2025
Q2 		$962K Sell
8,340
-6,736
-45% -$674K 0.01% 539
2025
Q1 		$1.44M Buy
15,076
+3,249
+27% +$354K 0.01% 450
2024
Q4 		$1.26M Buy
11,827
+2,569
+28% +$250K 0.01% 367
2024
Q3 		$742K Buy
9,258
+489
+6% +$33.8K 0.01% 461
2024
Q2 		$579K Buy
8,769
+1,411
+19% +$93.6K 0.01% 501
2024
Q1 		$568K Buy
7,358
+1,841
+33% +$145K 0.01% 462
2023
Q4 		$430K Buy
5,517
+1,002
+22% +$64K 0.01% 503
2023
Q3 		$246K Buy
4,515
+318
+8% +$19.3K ﹤0.01% 630
2023
Q2 		$271K Sell
4,197
-117
-3% -$6.61K ﹤0.01% 578
2023
Q1 		$207K Buy
+4,314
New +$190K ﹤0.01% 666
2022
Q2 		– Sell
-4,590
Closed -$310K – 619
2022
Q1 		$310K Buy
4,590
+830
+22% +$68.1K 0.01% 448
2021
Q4 		$518K Buy
+3,760
New +$549K 0.01% 312

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

HB Wealth Management's SHOP Position: Q2 2026 in Review

HB Wealth Management increased its Shopify (SHOP) stake by 2,378% in Q2 2026, buying an estimated $30.9M and bringing the position to 282,009 shares worth $32.2M. The position accounts for 0.18% of the portfolio, ranked #66.

HB Wealth Management first reported a position in SHOP in Q4 2021 and has held it in 16 quarters since. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • HB Wealth Management held 282,009 shares of Shopify worth $32.2M as of Q2 2026.
  • HB Wealth Management bought 270,627 Shopify shares in Q2 2026, an estimated $30.9M.
  • Shopify made up 0.18% of HB Wealth Management's portfolio in Q2 2026, its #66 holding.
  • HB Wealth Management first reported a position in Shopify in Q4 2021 and has held it in 16 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.