HGWM
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Horst & Graben Wealth Management’s Shopify SHOP Stock Holding History

Horst & Graben 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 		$912K Sell
7,498
-72
-1% -$8.22K 0.12% 92
2026
Q1 		$940K Buy
7,570
+2,268
+43% +$298K 0.13% 84
2025
Q4 		$853K Sell
5,302
-2,223
-30% -$357K 0.13% 87
2025
Q3 		$1.12M Sell
7,525
-91
-1% -$12.3K 0.17% 71
2025
Q2 		$879K Sell
7,616
-119
-2% -$11.9K 0.15% 79
2025
Q1 		$739K Buy
7,735
+818
+12% +$89.1K 0.13% 77
2024
Q4 		$735K Buy
6,917
+2,806
+68% +$273K 0.13% 74
2024
Q3 		$329K Hold
4,111
– – 0.06% 111
2024
Q2 		$272K Buy
4,111
+1,255
+44% +$83.2K 0.05% 117
2024
Q1 		$220K Hold
2,856
– – 0.04% 137
2023
Q4 		$222K Buy
+2,856
New +$182K 0.05% 124
2023
Q2 		– Sell
-4,840
Closed -$232K – 135
2023
Q1 		$232K Buy
+4,840
New +$213K 0.06% 116
2022
Q1 		– Sell
-1,790
Closed -$247K – 142
2021
Q4 		$247K Hold
1,790
– – 0.06% 120
2021
Q3 		$243K Hold
1,790
– – 0.07% 115
2021
Q2 		$262K Buy
+1,790
New +$221K 0.07% 110
2021
Q1 		– Sell
-1,790
Closed -$203K – 132
2020
Q4 		$203K Sell
1,790
-300
-14% -$31.5K 0.07% 111
2020
Q3 		$214K Buy
+2,090
New +$208K 0.08% 104

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

Horst & Graben Wealth Management's SHOP Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Shopify (SHOP) stake by 0.95% in Q2 2026, selling an estimated $8.22K and leaving 7,498 shares worth $912K. The position accounts for 0.12% of the portfolio, ranked #92.

Horst & Graben Wealth Management first reported a position in SHOP in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.12M in Q3 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Horst & Graben Wealth Management held 7,498 shares of Shopify worth $912K as of Q2 2026.
  • Horst & Graben Wealth Management sold 72 Shopify shares in Q2 2026, an estimated $8.22K.
  • Shopify made up 0.12% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Horst & Graben Wealth Management first reported a position in Shopify in Q3 2020 and has held it in 17 quarters since.
  • Horst & Graben Wealth Management's Shopify position peaked at $1.12M in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.