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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
Q3 		– Sell
-6,631
Closed -$757K – 394
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Legacy Wealth Asset Management's SHOP Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Shopify (SHOP) in Q3 2026, closing a stake of 6,631 shares — an estimated $757K sold.

Legacy Wealth Asset Management first reported a position in SHOP in Q4 2020 and held it in 20 quarters. The position peaked at $1.08M in Q4 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Shopify position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 6,631 Shopify shares in Q3 2026, an estimated $757K.
  • Legacy Wealth Asset Management first reported a position in Shopify in Q4 2020 and held it in 20 quarters.
  • Legacy Wealth Asset Management's Shopify position peaked at $1.08M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.