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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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. 1,712 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.
1,712 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.