HWA
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HHM Wealth Advisors’s Shopify SHOP Stock Holding History

HHM Wealth 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 		$114K Sell
995
-25
-2% -$2.85K 0.01% 275
2026
Q1 		$121K Hold
1,020
– – 0.01% 250
2025
Q4 		$164K Buy
1,020
+25
+3% +$4.01K 0.02% 215
2025
Q3 		$148K Sell
995
-291
-23% -$39.5K 0.02% 240
2025
Q2 		$148K Hold
1,286
– – 0.02% 240
2025
Q1 		$123K Hold
1,286
– – 0.02% 243
2024
Q4 		$137K Buy
1,286
+25
+2% +$2.43K 0.02% 228
2024
Q3 		$101K Hold
1,261
– – 0.01% 243
2024
Q2 		$83.3K Hold
1,261
– – 0.01% 271
2024
Q1 		$97.3K Hold
1,261
– – 0.02% 210
2023
Q4 		$98.2K Buy
1,261
+11
+0.9% +$702 0.02% 209
2023
Q3 		$68.2K Hold
1,250
– – 0.01% 237
2023
Q2 		$80.8K Buy
1,250
+90
+8% +$5.09K 0.02% 231
2023
Q1 		$55.6K Hold
1,160
– – 0.01% 263
2022
Q4 		$40.3K Sell
1,160
-980
-46% -$33.5K 0.01% 269
2022
Q3 		$58K Buy
2,140
+400
+23% +$13.6K 0.02% 213
2022
Q2 		$54K Buy
1,740
+90
+5% +$3.84K 0.01% 268
2022
Q1 		$112K Buy
1,650
+50
+3% +$4.11K 0.03% 210
2021
Q4 		$220K Buy
1,600
+100
+7% +$14.6K 0.05% 130
2021
Q3 		$203K Sell
1,500
-560
-27% -$83.9K 0.06% 124
2021
Q2 		$301K Buy
2,060
+1,300
+171% +$160K 0.08% 97
2021
Q1 		$84K Hold
760
– – 0.03% 212
2020
Q4 		$86K Buy
+760
New +$79.8K 0.03% 191

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

HHM Wealth Advisors's SHOP Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Shopify (SHOP) stake by 2.5% in Q2 2026, selling an estimated $2.85K and leaving 995 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #275.

HHM Wealth Advisors first reported a position in SHOP in Q4 2020 and has held it in 23 quarters since. The position peaked at $301K in Q2 2021. 509 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • HHM Wealth Advisors held 995 shares of Shopify worth $114K as of Q2 2026.
  • HHM Wealth Advisors sold 25 Shopify shares in Q2 2026, an estimated $2.85K.
  • Shopify made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • HHM Wealth Advisors first reported a position in Shopify in Q4 2020 and has held it in 23 quarters since.
  • HHM Wealth Advisors's Shopify position peaked at $301K in Q2 2021.
  • 509 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.