Legacy Advisors
SHOP icon

Legacy Advisors’s Shopify SHOP Stock Holding History

Legacy Advisors’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 		$260K Sell
1,753
-15
-0.8% -$2.04K 0.02% 261
2026
Q2 		$202K Buy
1,768
+14
+0.8% +$1.6K 0.02% 317
2026
Q1 		$208K Sell
1,754
-22
-1% -$2.89K 0.02% 264
2025
Q4 		$286K Buy
1,776
+243
+16% +$39K 0.03% 226
2025
Q3 		$228K Buy
+1,533
New +$208K 0.03% 227
2022
Q1 		– Sell
-1,900
Closed -$262K – 222
2021
Q4 		$262K Hold
1,900
– – 0.1% 105
2021
Q3 		$258K Hold
1,900
– – 0.1% 99
2021
Q2 		$278K Hold
1,900
– – 0.11% 94
2021
Q1 		$210K Hold
1,900
– – 0.09% 114
2020
Q4 		$215K Buy
+1,900
New +$199K 0.12% 102

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 30.39% 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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Legacy Advisors's SHOP Position: Q3 2026 in Review

Legacy Advisors reduced its Shopify (SHOP) stake by 0.85% in Q3 2026, selling an estimated $2.04K and leaving 1,753 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #261.

Legacy Advisors first reported a position in SHOP in Q4 2020 and has held it in 10 quarters since. The position peaked at $286K in Q4 2025. 491 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Legacy Advisors held 1,753 shares of Shopify worth $260K as of Q3 2026.
  • Legacy Advisors sold 15 Shopify shares in Q3 2026, an estimated $2.04K.
  • Shopify made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #261 holding.
  • Legacy Advisors first reported a position in Shopify in Q4 2020 and has held it in 10 quarters since.
  • Legacy Advisors's Shopify position peaked at $286K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.