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Legacy Financial Advisors’s Shopify SHOP Stock Holding History

Legacy Financial 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 		$1.29M Sell
11,309
-88
-0.8% -$10K 0.16% 110
2026
Q1 		$1.35M Sell
11,397
-293
-3% -$38.5K 0.19% 94
2025
Q4 		$1.88M Buy
11,690
+499
+4% +$80.1K 0.26% 64
2025
Q3 		$1.66M Buy
11,191
+401
+4% +$54.4K 0.23% 69
2025
Q2 		$1.24M Sell
10,790
-64
-0.6% -$6.4K 0.19% 85
2025
Q1 		$1.04M Sell
10,854
-346
-3% -$37.7K 0.17% 102
2024
Q4 		$1.19M Buy
11,200
+749
+7% +$72.8K 0.2% 84
2024
Q3 		$838K Buy
10,451
+163
+2% +$11.3K 0.14% 120
2024
Q2 		$680K Buy
10,288
+1,324
+15% +$87.8K 0.12% 142
2024
Q1 		$692K Buy
8,964
+247
+3% +$19.5K 0.12% 137
2023
Q4 		$679K Buy
8,717
+62
+0.7% +$3.96K 0.13% 121
2023
Q3 		$472K Buy
8,655
+2,834
+49% +$172K 0.09% 143
2023
Q2 		$376K Buy
5,821
+194
+3% +$11K 0.07% 173
2023
Q1 		$270K Buy
+5,627
New +$248K 0.06% 202

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Legacy Financial Advisors's SHOP Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Shopify (SHOP) stake by 0.77% in Q2 2026, selling an estimated $10K and leaving 11,309 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #110.

Legacy Financial Advisors first reported a position in SHOP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.88M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Legacy Financial Advisors held 11,309 shares of Shopify worth $1.29M as of Q2 2026.
  • Legacy Financial Advisors sold 88 Shopify shares in Q2 2026, an estimated $10K.
  • Shopify made up 0.16% of Legacy Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Legacy Financial Advisors first reported a position in Shopify in Q1 2023 and has held it in 14 quarters since.
  • Legacy Financial Advisors's Shopify position peaked at $1.88M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.