YIA
SHOP icon

YHB Investment Advisors’s Shopify SHOP Stock Holding History

YHB Investment 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 		$312K Hold
2,734
– – 0.02% 269
2026
Q1 		$324K Buy
2,734
+4
+0.1% +$526 0.02% 250
2025
Q4 		$439K Hold
2,730
– – 0.03% 221
2025
Q3 		$406K Hold
2,730
– – 0.03% 225
2025
Q2 		$315K Buy
2,730
+5
+0.2% +$500 0.02% 249
2025
Q1 		$260K Sell
2,725
-11
-0.4% -$1.2K 0.02% 253
2024
Q4 		$291K Hold
2,736
– – 0.02% 234
2024
Q3 		$219K Buy
+2,736
New +$189K 0.02% 271
2024
Q2 		– Sell
-2,730
Closed -$211K – 283
2024
Q1 		$211K Buy
2,730
+25
+0.9% +$1.98K 0.02% 265
2023
Q4 		$211K Buy
+2,705
New +$173K 0.02% 258
2022
Q1 		– Sell
-2,420
Closed -$333K – 312
2021
Q4 		$333K Buy
2,420
+10
+0.4% +$1.46K 0.03% 247
2021
Q3 		$327K Buy
2,410
+180
+8% +$27K 0.03% 235
2021
Q2 		$326K Hold
2,230
– – 0.03% 237
2021
Q1 		$269K Buy
2,230
+50
+2% +$6.04K 0.02% 253
2020
Q4 		$247K Buy
2,180
+80
+4% +$8.4K 0.02% 254
2020
Q3 		$215K Buy
+2,100
New +$209K 0.02% 244

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

YHB Investment Advisors's SHOP Position: Q2 2026 in Review

YHB Investment Advisors held its Shopify (SHOP) position steady in Q2 2026 at 2,734 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #269.

YHB Investment Advisors first reported a position in SHOP in Q3 2020 and has held it in 16 quarters since. The position peaked at $439K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • YHB Investment Advisors held 2,734 shares of Shopify worth $312K as of Q2 2026.
  • YHB Investment Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • YHB Investment Advisors first reported a position in Shopify in Q3 2020 and has held it in 16 quarters since.
  • YHB Investment Advisors's Shopify position peaked at $439K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.