L.J. Altfest & Co’s Shopify SHOP Stock Holding History

L.J. Altfest & Co’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	$426K	Buy	3,734 +360	+11%	+$41.1K	0.04%	236
2026 Q1	$400K	Buy	3,374 +152	+5%	+$20K	0.04%	247
2025 Q4	$519K	Sell	3,222 -45	-1%	-$7.22K	0.06%	220
2025 Q3	$485K	Sell	3,267 -81	-2%	-$11K	0.05%	232
2025 Q2	$386K	Sell	3,348 -149	-4%	-$14.9K	0.05%	250
2025 Q1	$334K	Buy	3,497 +1,026	+42%	+$112K	0.04%	257
2024 Q4	$263K	Buy	+2,471	New	+$240K	0.03%	285
2024 Q3	–	Sell	-11,119	Closed	-$734K	–	365
2024 Q2	$734K	Buy	+11,119	New	+$738K	0.1%	143

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

L.J. Altfest & Co's SHOP Position: Q2 2026 in Review

L.J. Altfest & Co increased its Shopify (SHOP) stake by 11% in Q2 2026, buying an estimated $41.1K and bringing the position to 3,734 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #236.

L.J. Altfest & Co first reported a position in SHOP in Q2 2024 and has held it in 8 quarters since. The position peaked at $734K in Q2 2024. 1,712 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

L.J. Altfest & Co held 3,734 shares of Shopify worth $426K as of Q2 2026.
L.J. Altfest & Co bought 360 Shopify shares in Q2 2026, an estimated $41.1K.
Shopify made up 0.04% of L.J. Altfest & Co's portfolio in Q2 2026, its #236 holding.
L.J. Altfest & Co first reported a position in Shopify in Q2 2024 and has held it in 8 quarters since.
L.J. Altfest & Co's Shopify position peaked at $734K in Q2 2024.
1,712 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.