UFA
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Unify Financial Advisors’s Shopify SHOP Stock Holding History

Unify Financial Advisors’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 		– Sell
-4,154
Closed -$493K – 93
2026
Q1 		$493K Buy
4,154
+523
+14% +$68.7K 0.51% 55
2025
Q4 		$584K Buy
+3,631
New +$583K 0.61% 42

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

Unify Financial Advisors's SHOP Position: Q2 2026 in Review

Unify Financial Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 4,154 shares — an estimated $493K sold.

Unify Financial Advisors first reported a position in SHOP in Q4 2025 and held it in 2 quarters. The position peaked at $584K in Q4 2025. 436 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Unify Financial Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Unify Financial Advisors sold 4,154 Shopify shares in Q2 2026, an estimated $493K.
  • Unify Financial Advisors first reported a position in Shopify in Q4 2025 and held it in 2 quarters.
  • Unify Financial Advisors's Shopify position peaked at $584K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.