HIW
SHOP icon

Holos Integrated Wealth’s Shopify SHOP Stock Holding History

Holos Integrated Wealth’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 		$47.4K Hold
389
– – 0.02% 161
2026
Q1 		$45.5K Hold
389
– – 0.02% 163
2025
Q4 		$61.2K Sell
389
-391
-50% -$62.8K 0.03% 114
2025
Q3 		$118K Hold
780
– – 0.07% 80
2025
Q2 		$117K Hold
780
– – 0.07% 79
2025
Q1 		$74.5K Hold
780
– – 0.05% 96
2024
Q4 		$82.9K Buy
+780
New +$75.9K 0.06% 87

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

Holos Integrated Wealth's SHOP Position: Q2 2026 in Review

Holos Integrated Wealth held its Shopify (SHOP) position steady in Q2 2026 at 389 shares worth $47.4K. The position accounts for 0.02% of the portfolio, ranked #161.

Holos Integrated Wealth first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $118K in Q3 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Holos Integrated Wealth held 389 shares of Shopify worth $47.4K as of Q2 2026.
  • Holos Integrated Wealth left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #161 holding.
  • Holos Integrated Wealth first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Shopify position peaked at $118K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.