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Legacy Capital Wealth Partners’s Shopify SHOP Stock Holding History

Legacy Capital Wealth Partners’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
-1,296
Closed -$209K – 413
2025
Q4 		$209K Buy
+1,296
New +$208K 0.04% 357
2024
Q4 		– Sell
-3,248
Closed -$260K – 389
2024
Q3 		$260K Buy
+3,248
New +$224K 0.05% 295
2021
Q2 		– Sell
-2,210
Closed -$245K – 68
2021
Q1 		$245K Buy
2,210
+150
+7% +$18.1K 0.1% 73
2020
Q4 		$233K Buy
+2,060
New +$216K 0.1% 71

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legacy Capital Wealth Partners's SHOP Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,296 shares — an estimated $209K sold.

Legacy Capital Wealth Partners first reported a position in SHOP in Q4 2020 and held it in 4 quarters. The position peaked at $260K in Q3 2024. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Legacy Capital Wealth Partners reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 1,296 Shopify shares in Q1 2026, an estimated $209K.
  • Legacy Capital Wealth Partners first reported a position in Shopify in Q4 2020 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Shopify position peaked at $260K in Q3 2024.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.