Leeward Financial Partners’s Shopify SHOP Stock Holding History

Leeward Financial Partners’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	$281K	Buy	2,460 +15	+0.6%	+$1.71K	0.07%	94
2026 Q1	$290K	Hold	2,445	–	–	0.09%	84
2025 Q4	$394K	Hold	2,445	–	–	0.11%	72
2025 Q3	$363K	Buy	2,445 +145	+6%	+$19.7K	0.1%	79
2025 Q2	$265K	Sell	2,300 -71	-3%	-$7.1K	0.08%	89
2025 Q1	$226K	Sell	2,371 -527	-18%	-$57.4K	0.08%	80
2024 Q4	$308K	Sell	2,898 -130	-4%	-$12.6K	0.11%	73
2024 Q3	$243K	Sell	3,028 -39	-1%	-$2.69K	0.09%	78
2024 Q2	$203K	Buy	3,067 +72	+2%	+$4.78K	0.08%	81
2024 Q1	$231K	Sell	2,995 -1,372	-31%	-$108K	0.1%	83
2023 Q4	$340K	Sell	4,367 -552	-11%	-$35.3K	0.16%	66
2023 Q3	$268K	Buy	+4,919	New	+$298K	0.15%	68
2022 Q4	–	Sell	-8,181	Closed	-$220K	–	69
2022 Q3	$220K	Buy	+8,181	New	+$278K	0.16%	62
2022 Q2	–	Sell	-3,910	Closed	-$264K	–	76
2022 Q1	$264K	Buy	+3,910	New	+$321K	0.16%	64

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

Leeward Financial Partners's SHOP Position: Q2 2026 in Review

Leeward Financial Partners increased its Shopify (SHOP) stake by 0.61% in Q2 2026, buying an estimated $1.71K and bringing the position to 2,460 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #94.

Leeward Financial Partners first reported a position in SHOP in Q1 2022 and has held it in 14 quarters since. The position peaked at $394K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Leeward Financial Partners held 2,460 shares of Shopify worth $281K as of Q2 2026.
Leeward Financial Partners bought 15 Shopify shares in Q2 2026, an estimated $1.71K.
Shopify made up 0.07% of Leeward Financial Partners's portfolio in Q2 2026, its #94 holding.
Leeward Financial Partners first reported a position in Shopify in Q1 2022 and has held it in 14 quarters since.
Leeward Financial Partners's Shopify position peaked at $394K in Q4 2025.
1,700 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.