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Kohmann Bosshard Financial Services’s Shopify SHOP Stock Holding History

Kohmann Bosshard Financial 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 		$1.11M Buy
9,731
+77
+0.8% +$8.79K 0.09% 80
2026
Q1 		$1.15M Buy
9,654
+4
+0% +$526 0.11% 75
2025
Q4 		$1.55M Sell
9,650
-1,064
-10% -$171K 0.14% 71
2025
Q3 		$1.59M Buy
+10,714
New +$1.45M 0.16% 64
2025
Q1 		– Sell
-40
Closed -$4.25K – 685
2024
Q4 		$4.25K Buy
+40
New +$3.89K ﹤0.01% 548

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

Kohmann Bosshard Financial Services's SHOP Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its Shopify (SHOP) stake by 0.8% in Q2 2026, buying an estimated $8.79K and bringing the position to 9,731 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #80.

Kohmann Bosshard Financial Services first reported a position in SHOP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.59M in Q3 2025. 539 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Kohmann Bosshard Financial Services held 9,731 shares of Shopify worth $1.11M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 77 Shopify shares in Q2 2026, an estimated $8.79K.
  • Shopify made up 0.09% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #80 holding.
  • Kohmann Bosshard Financial Services first reported a position in Shopify in Q4 2024 and has held it in 5 quarters since.
  • Kohmann Bosshard Financial Services's Shopify position peaked at $1.59M in Q3 2025.
  • 539 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.