LA
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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
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

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legacy Advisors's SHOP Position: Q2 2026 in Review

Legacy Advisors increased its Shopify (SHOP) stake by 0.8% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,768 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #317.

Legacy Advisors first reported a position in SHOP in Q4 2020 and has held it in 9 quarters since. The position peaked at $286K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Legacy Advisors held 1,768 shares of Shopify worth $202K as of Q2 2026.
  • Legacy Advisors bought 14 Shopify shares in Q2 2026, an estimated $1.6K.
  • Shopify made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #317 holding.
  • Legacy Advisors first reported a position in Shopify in Q4 2020 and has held it in 9 quarters since.
  • Legacy Advisors's Shopify position peaked at $286K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.