LAS
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Legacy Advisory Services’s Shopify SHOP Stock Holding History

Legacy Advisory Services’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 		$578K Hold
5,063
– – 0.41% 25
2026
Q1 		$601K Hold
5,063
– – 0.46% 19
2025
Q4 		$815K Hold
5,063
– – 0.61% 17
2025
Q3 		$752K Hold
5,063
– – 0.57% 17
2025
Q2 		$584K Sell
5,063
-400
-7% -$40K 0.46% 23
2025
Q1 		$522K Sell
5,463
-537
-9% -$58.5K 0.44% 26
2024
Q4 		$638K Sell
6,000
-300
-5% -$29.2K 0.54% 29
2024
Q3 		$505K Hold
6,300
– – 0.43% 33
2024
Q2 		$416K Sell
6,300
-100
-2% -$6.63K 0.38% 36
2024
Q1 		$494K Sell
6,400
-752
-11% -$59.4K 0.47% 30
2023
Q4 		$557K Buy
+7,152
New +$457K 0.59% 23

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 Advisory Services's SHOP Position: Q2 2026 in Review

Legacy Advisory Services held its Shopify (SHOP) position steady in Q2 2026 at 5,063 shares worth $578K. The position accounts for 0.41% of the portfolio, ranked #25.

Legacy Advisory Services first reported a position in SHOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $815K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Legacy Advisory Services held 5,063 shares of Shopify worth $578K as of Q2 2026.
  • Legacy Advisory Services left its Shopify share count unchanged in Q2 2026.
  • Shopify made up 0.41% of Legacy Advisory Services's portfolio in Q2 2026, its #25 holding.
  • Legacy Advisory Services first reported a position in Shopify in Q4 2023 and has held it in 11 quarters since.
  • Legacy Advisory Services's Shopify position peaked at $815K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.