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Lake Street Private Wealth’s Shopify SHOP Stock Holding History

Lake Street Private Wealth’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
Q1 		$642K Sell
5,410
-75
-1% -$9.86K 0.08% 145
2025
Q4 		$883K Sell
5,485
-325
-6% -$52.2K 0.11% 124
2025
Q3 		$863K Hold
5,810
– – 0.11% 118
2025
Q2 		$670K Sell
5,810
-345
-6% -$34.5K 0.1% 129
2025
Q1 		$594K Sell
6,155
-355
-5% -$38.7K 0.1% 138
2024
Q4 		$692K Sell
6,510
-1,100
-14% -$107K 0.11% 123
2024
Q3 		$610K Sell
7,610
-1,465
-16% -$101K 0.1% 145
2024
Q2 		$599K Sell
9,075
-600
-6% -$39.8K 0.08% 200
2024
Q1 		$747K Buy
9,675
+1,705
+21% +$135K 0.1% 177
2023
Q4 		$621K Sell
7,970
-175
-2% -$11.2K 0.1% 185
2023
Q3 		$433K Sell
8,145
-75
-0.9% -$4.54K 0.08% 198
2023
Q2 		$531K Sell
8,220
-1,135
-12% -$64.2K 0.09% 180
2023
Q1 		$448K Sell
9,355
-2,190
-19% -$96.4K 0.08% 192
2022
Q4 		$401K Sell
11,545
-3,220
-22% -$110K 0.08% 192
2022
Q3 		$398K Sell
14,765
-6,455
-30% -$220K 0.09% 187
2022
Q2 		$663K Buy
21,220
+4,590
+28% +$196K 0.14% 141
2022
Q1 		$1.12M Buy
16,630
+5,360
+48% +$440K 0.2% 120
2021
Q4 		$1.55M Buy
11,270
+5,450
+94% +$796K 0.27% 96
2021
Q3 		$789K Sell
5,820
-10
-0.2% -$1.5K 0.19% 117
2021
Q2 		$850K Buy
5,830
+560
+11% +$69K 0.22% 111
2021
Q1 		$583K Sell
5,270
-120
-2% -$14.5K 0.16% 129
2020
Q4 		$610K Buy
5,390
+1,270
+31% +$133K 0.18% 119
2020
Q3 		$421K Buy
4,120
+1,530
+59% +$152K 0.14% 123
2020
Q2 		$245K Buy
+2,590
New +$180K 0.09% 141

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lake Street Private Wealth's SHOP Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Shopify (SHOP) stake by 1.4% in Q1 2026, selling an estimated $9.86K and leaving 5,410 shares worth $642K. The position accounts for 0.08% of the portfolio, ranked #145.

Lake Street Private Wealth first reported a position in SHOP in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.55M in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Lake Street Private Wealth held 5,410 shares of Shopify worth $642K as of Q1 2026.
  • Lake Street Private Wealth sold 75 Shopify shares in Q1 2026, an estimated $9.86K.
  • Shopify made up 0.08% of Lake Street Private Wealth's portfolio in Q1 2026, its #145 holding.
  • Lake Street Private Wealth first reported a position in Shopify in Q2 2020 and has held it in 24 quarters since.
  • Lake Street Private Wealth's Shopify position peaked at $1.55M in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.