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 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Left Brain Wealth Management's SHOP Position: Q1 2026 in Review

Left Brain Wealth Management sold out of Shopify (SHOP) in Q1 2026, closing a stake of 28,541 shares — an estimated $4.59M sold.

Left Brain Wealth Management first reported a position in SHOP in Q2 2023 and held it in 11 quarters. The position peaked at $4.59M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Left Brain Wealth Management reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Left Brain Wealth Management sold 28,541 Shopify shares in Q1 2026, an estimated $4.59M.
Left Brain Wealth Management first reported a position in Shopify in Q2 2023 and held it in 11 quarters.
Left Brain Wealth Management's Shopify position peaked at $4.59M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.