Left Brain Wealth Management’s Shopify SHOP Stock Holding History

Left Brain Wealth Management’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	$222K	Buy	+1,500	New	+$204K	0.07%	92
2026 Q1	–	Sell	-28,541	Closed	-$4.59M	–	95
2025 Q4	$4.59M	Buy	28,541 +18,210	+176%	+$2.92M	1.59%	24
2025 Q3	$1.54M	Buy	10,331 +1,688	+20%	+$229K	0.48%	42
2025 Q2	$997K	Sell	8,643 -30,055	-78%	-$3.01M	0.35%	45
2025 Q1	$3.69M	Buy	38,698 +5,566	+17%	+$607K	1.61%	24
2024 Q4	$3.52M	Buy	33,132 +7,199	+28%	+$700K	1.33%	28
2024 Q3	$2.08M	Buy	25,933 +1,372	+6%	+$94.8K	0.97%	34
2024 Q2	$1.62M	Buy	24,561 +367	+2%	+$24.3K	0.76%	35
2024 Q1	$1.87M	Buy	24,194 +4,660	+24%	+$368K	0.9%	36
2023 Q4	$1.52M	Buy	19,534 +1,661	+9%	+$106K	0.88%	39
2023 Q3	$975K	Sell	17,873 -493	-3%	-$29.9K	0.61%	41
2023 Q2	$1.19M	Buy	+18,366	New	+$1.04M	0.72%	40

Other funds holding SHOP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Left Brain Wealth Management's SHOP Position: Q3 2026 in Review

Left Brain Wealth Management opened a new position in Shopify (SHOP) in Q3 2026: 1,500 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in SHOP as recently as Q4 2025.

Left Brain Wealth Management first reported a position in SHOP in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.59M in Q4 2025. 1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

Left Brain Wealth Management held 1,500 shares of Shopify worth $222K as of Q3 2026.
Shopify was a new Left Brain Wealth Management position in Q3 2026.
Shopify made up 0.07% of Left Brain Wealth Management's portfolio in Q3 2026, its #92 holding.
Left Brain Wealth Management first reported a position in Shopify in Q2 2023 and has held it in 12 quarters since.
Left Brain Wealth Management's Shopify position peaked at $4.59M in Q4 2025.
1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.