YIA
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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
Q3 		– Sell
-2,734
Closed -$312K – 326
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

YHB Investment Advisors's SHOP Position: Q3 2026 in Review

YHB Investment Advisors sold out of Shopify (SHOP) in Q3 2026, closing a stake of 2,734 shares — an estimated $312K sold.

YHB Investment Advisors first reported a position in SHOP in Q3 2020 and held it in 16 quarters. The position peaked at $439K in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • YHB Investment Advisors reported no remaining Shopify position as of Q3 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 2,734 Shopify shares in Q3 2026, an estimated $312K.
  • YHB Investment Advisors first reported a position in Shopify in Q3 2020 and held it in 16 quarters.
  • YHB Investment Advisors's Shopify position peaked at $439K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.