LF
SHOP icon

Lantz Financial’s Shopify SHOP Stock Holding History

Lantz Financial’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 		$231K Sell
2,026
-59
-3% -$6.73K 0.04% 243
2026
Q1 		$247K Buy
2,085
+89
+4% +$11.7K 0.05% 222
2025
Q4 		$321K Sell
1,996
-46
-2% -$7.39K 0.07% 206
2025
Q3 		$303K Sell
2,042
-415
-17% -$56.3K 0.07% 204
2025
Q2 		$283K Buy
2,457
+13
+0.5% +$1.3K 0.07% 186
2025
Q1 		$233K Sell
2,444
-46
-2% -$5.01K 0.06% 193
2024
Q4 		$265K Sell
2,490
-162
-6% -$15.8K 0.07% 188
2024
Q3 		$213K Buy
+2,652
New +$183K 0.06% 214

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lantz Financial's SHOP Position: Q2 2026 in Review

Lantz Financial reduced its Shopify (SHOP) stake by 2.8% in Q2 2026, selling an estimated $6.73K and leaving 2,026 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #243.

Lantz Financial first reported a position in SHOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $321K in Q4 2025. 357 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Lantz Financial held 2,026 shares of Shopify worth $231K as of Q2 2026.
  • Lantz Financial sold 59 Shopify shares in Q2 2026, an estimated $6.73K.
  • Shopify made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #243 holding.
  • Lantz Financial first reported a position in Shopify in Q3 2024 and has held it in 8 quarters since.
  • Lantz Financial's Shopify position peaked at $321K in Q4 2025.
  • 357 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.