Lantz Financial
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
Q3 		$292K Sell
1,971
-55
-3% -$7.46K 0.05% 219
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return

Lantz Financial's SHOP Position: Q3 2026 in Review

Lantz Financial reduced its Shopify (SHOP) stake by 2.7% in Q3 2026, selling an estimated $7.46K and leaving 1,971 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #219.

Lantz Financial first reported a position in SHOP in Q3 2024 and has held it in 9 quarters since. The position peaked at $321K in Q4 2025. 412 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Lantz Financial held 1,971 shares of Shopify worth $292K as of Q3 2026.
  • Lantz Financial sold 55 Shopify shares in Q3 2026, an estimated $7.46K.
  • Shopify made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #219 holding.
  • Lantz Financial first reported a position in Shopify in Q3 2024 and has held it in 9 quarters since.
  • Lantz Financial's Shopify position peaked at $321K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.