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Legacy Wealth Management (Idaho)’s Shopify SHOP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-34
Closed -$4.03K – 815
2026
Q1 		$4.03K Sell
34
-5
-13% -$657 ﹤0.01% 663
2025
Q4 		$6.28K Buy
39
+3
+8% +$482 ﹤0.01% 503
2025
Q3 		$5.35K Buy
36
+20
+125% +$2.71K ﹤0.01% 423
2025
Q2 		$1.85K Buy
+16
New +$1.6K ﹤0.01% 526

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 Wealth Management (Idaho)'s SHOP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Shopify (SHOP) in Q2 2026, closing a stake of 34 shares — an estimated $4.03K sold.

Legacy Wealth Management (Idaho) first reported a position in SHOP in Q2 2025 and held it in 4 quarters. The position peaked at $6.28K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 34 Shopify shares in Q2 2026, an estimated $4.03K.
  • Legacy Wealth Management (Idaho) first reported a position in Shopify in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Shopify position peaked at $6.28K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.