LWAM
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Legacy Wealth Asset Management’s Shopify SHOP Stock Holding History

Legacy Wealth Asset Management’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 		$757K Sell
6,631
-28
-0.4% -$3.19K 0.17% 186
2026
Q1 		$790K Sell
6,659
-32
-0.5% -$4.21K 0.19% 166
2025
Q4 		$1.08M Sell
6,691
-368
-5% -$59.1K 0.26% 102
2025
Q3 		$1.05M Sell
7,059
-293
-4% -$39.7K 0.25% 107
2025
Q2 		$848K Sell
7,352
-165
-2% -$16.5K 0.22% 119
2025
Q1 		$718K Sell
7,517
-257
-3% -$28K 0.2% 156
2024
Q4 		$827K Sell
7,774
-353
-4% -$34.3K 0.23% 117
2024
Q3 		$651K Buy
8,127
+154
+2% +$10.6K 0.17% 191
2024
Q2 		$527K Buy
7,973
+160
+2% +$10.6K 0.15% 219
2024
Q1 		$603K Sell
7,813
-119
-2% -$9.4K 0.17% 190
2023
Q4 		$618K Sell
7,932
-484
-6% -$30.9K 0.2% 166
2023
Q3 		$459K Buy
+8,416
New +$510K 0.17% 218
2022
Q4 		– Sell
-13,985
Closed -$377K – 344
2022
Q3 		$377K Buy
13,985
+4,405
+46% +$150K 0.16% 224
2022
Q2 		$299K Buy
9,580
+270
+3% +$11.5K 0.12% 233
2022
Q1 		$629K Buy
9,310
+1,660
+22% +$136K 0.22% 166
2021
Q4 		$1.05M Buy
7,650
+1,960
+34% +$286K 0.36% 93
2021
Q3 		$771K Sell
5,690
-330
-5% -$49.4K 0.35% 115
2021
Q2 		$880K Sell
6,020
-940
-14% -$116K 0.39% 91
2021
Q1 		$770K Sell
6,960
-170
-2% -$20.5K 0.36% 107
2020
Q4 		$807K Buy
+7,130
New +$748K 0.41% 84

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 Wealth Asset Management's SHOP Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Shopify (SHOP) stake by 0.42% in Q2 2026, selling an estimated $3.19K and leaving 6,631 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #186.

Legacy Wealth Asset Management first reported a position in SHOP in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Legacy Wealth Asset Management held 6,631 shares of Shopify worth $757K as of Q2 2026.
  • Legacy Wealth Asset Management sold 28 Shopify shares in Q2 2026, an estimated $3.19K.
  • Shopify made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #186 holding.
  • Legacy Wealth Asset Management first reported a position in Shopify in Q4 2020 and has held it in 20 quarters since.
  • Legacy Wealth Asset Management's Shopify position peaked at $1.08M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.