SHFG
SHOP icon

S Harris Financial Group’s Shopify SHOP Stock Holding History

S Harris Financial Group’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 		$233K Sell
2,041
-233
-10% -$26.6K 0.18% 98
2026
Q1 		$270K Buy
2,274
+243
+12% +$31.9K 0.25% 72
2025
Q4 		$327K Buy
+2,031
New +$326K 0.31% 57

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

S Harris Financial Group's SHOP Position: Q2 2026 in Review

S Harris Financial Group reduced its Shopify (SHOP) stake by 10% in Q2 2026, selling an estimated $26.6K and leaving 2,041 shares worth $233K. The position accounts for 0.18% of the portfolio, ranked #98.

S Harris Financial Group first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $327K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • S Harris Financial Group held 2,041 shares of Shopify worth $233K as of Q2 2026.
  • S Harris Financial Group sold 233 Shopify shares in Q2 2026, an estimated $26.6K.
  • Shopify made up 0.18% of S Harris Financial Group's portfolio in Q2 2026, its #98 holding.
  • S Harris Financial Group first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Shopify position peaked at $327K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.