HAS
SHOP icon

HBW Advisory Services’s Shopify SHOP Stock Holding History

HBW Advisory Services’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 		$286K Sell
2,507
-339
-12% -$38.7K 0.03% 390
2026
Q1 		$338K Sell
2,846
-98
-3% -$12.9K 0.04% 342
2025
Q4 		$474K Buy
2,944
+45
+2% +$7.22K 0.05% 288
2025
Q3 		$431K Sell
2,899
-111
-4% -$15K 0.05% 287
2025
Q2 		$347K Sell
3,010
-332
-10% -$33.2K 0.04% 289
2025
Q1 		$319K Sell
3,342
-271
-8% -$29.5K 0.05% 278
2024
Q4 		$384K Sell
3,613
-699
-16% -$68K 0.04% 245
2024
Q3 		$346K Sell
4,312
-260
-6% -$18K 0.05% 252
2024
Q2 		$302K Buy
4,572
+28
+0.6% +$1.86K 0.05% 256
2024
Q1 		$354K Hold
4,544
– – 0.07% 213
2023
Q4 		$354K Sell
4,544
-20
-0.4% -$1.28K 0.07% 213
2023
Q3 		$249K Sell
4,564
-210
-4% -$12.7K 0.05% 238
2023
Q2 		$308K Sell
4,774
-1,545
-24% -$87.3K 0.07% 226
2023
Q1 		$303K Sell
6,319
-961
-13% -$42.3K 0.08% 199
2022
Q4 		$253K Buy
+7,280
New +$249K 0.07% 218
2022
Q3 		– Sell
-7,130
Closed -$223K – 246
2022
Q2 		$223K Buy
7,130
+310
+5% +$13.2K 0.06% 207
2022
Q1 		$461K Buy
6,820
+530
+8% +$43.5K 0.16% 143
2021
Q4 		$866K Sell
6,290
-10
-0.2% -$1.46K 0.2% 119
2021
Q3 		$854K Sell
6,300
-70
-1% -$10.5K 0.22% 112
2021
Q2 		$931K Buy
6,370
+140
+2% +$17.3K 0.24% 103
2021
Q1 		$689K Sell
6,230
-760
-11% -$91.8K 0.18% 122
2020
Q4 		$791K Buy
6,990
+570
+9% +$59.8K 0.24% 92
2020
Q3 		$657K Buy
6,420
+30
+0.5% +$2.98K 0.27% 90
2020
Q2 		$607K Buy
+6,390
New +$444K 0.28% 91
2020
Q1 		– Sell
-5,710
Closed -$239K – 140
2019
Q4 		$239K Buy
+5,710
New +$193K 0.14% 116

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

HBW Advisory Services's SHOP Position: Q2 2026 in Review

HBW Advisory Services reduced its Shopify (SHOP) stake by 12% in Q2 2026, selling an estimated $38.7K and leaving 2,507 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #390.

HBW Advisory Services first reported a position in SHOP in Q4 2019 and has held it in 25 quarters since. The position peaked at $931K in Q2 2021. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • HBW Advisory Services held 2,507 shares of Shopify worth $286K as of Q2 2026.
  • HBW Advisory Services sold 339 Shopify shares in Q2 2026, an estimated $38.7K.
  • Shopify made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #390 holding.
  • HBW Advisory Services first reported a position in Shopify in Q4 2019 and has held it in 25 quarters since.
  • HBW Advisory Services's Shopify position peaked at $931K in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.