Legacy Capital Group California’s Shopify SHOP Stock Holding History

Legacy Capital Group California’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	-17,000	Closed	-$2.74M	–	349
2025 Q4	$2.74M	Sell	17,000 -174	-1%	-$27.9K	0.66%	25
2025 Q3	$2.55M	Buy	17,174 +4,433	+35%	+$601K	0.65%	23
2025 Q2	$1.47M	Buy	+12,741	New	+$1.27M	0.41%	48
2024 Q3	–	Sell	-8,777	Closed	-$580K	–	344
2024 Q2	$580K	Sell	8,777 -13,409	-60%	-$889K	0.21%	142
2024 Q1	$1.71M	Sell	22,186 -566	-2%	-$44.7K	0.63%	27
2023 Q4	$1.77M	Buy	22,752 +13,930	+158%	+$890K	0.69%	22
2023 Q3	$481K	Sell	8,822 -299	-3%	-$18.1K	0.21%	150
2023 Q2	$589K	Buy	+9,121	New	+$516K	0.24%	121

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

Legacy Capital Group California's SHOP Position: Q1 2026 in Review

Legacy Capital Group California sold out of Shopify (SHOP) in Q1 2026, closing a stake of 17,000 shares — an estimated $2.74M sold.

Legacy Capital Group California first reported a position in SHOP in Q2 2023 and held it in 8 quarters. The position peaked at $2.74M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Legacy Capital Group California reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 17,000 Shopify shares in Q1 2026, an estimated $2.74M.
Legacy Capital Group California first reported a position in Shopify in Q2 2023 and held it in 8 quarters.
Legacy Capital Group California's Shopify position peaked at $2.74M in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.