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Leith Wheeler Investment Counsel’s Shopify SHOP Stock Holding History

Leith Wheeler Investment Counsel’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
-1,410
Closed -$227K – 94
2025
Q4 		$227K Hold
1,410
– – 0.02% 84
2025
Q3 		$210K Buy
+1,410
New +$191K 0.01% 71
2021
Q4 		– Sell
-2,120
Closed -$287K – 52
2021
Q3 		$287K Hold
2,120
– – 0.04% 42
2021
Q2 		$310K Hold
2,120
– – 0.05% 39
2021
Q1 		$235K Sell
2,120
-180
-8% -$21.7K 0.04% 45
2020
Q4 		$332K Hold
2,300
– – 0.05% 36
2020
Q3 		$235K Sell
2,300
-1,250
-35% -$124K 0.05% 42
2020
Q2 		$337K Buy
+3,550
New +$246K 0.08% 34

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

Leith Wheeler Investment Counsel's SHOP Position: Q1 2026 in Review

Leith Wheeler Investment Counsel sold out of Shopify (SHOP) in Q1 2026, closing a stake of 1,410 shares — an estimated $227K sold.

Leith Wheeler Investment Counsel first reported a position in SHOP in Q2 2020 and held it in 8 quarters. The position peaked at $337K in Q2 2020. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Leith Wheeler Investment Counsel reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 1,410 Shopify shares in Q1 2026, an estimated $227K.
  • Leith Wheeler Investment Counsel first reported a position in Shopify in Q2 2020 and held it in 8 quarters.
  • Leith Wheeler Investment Counsel's Shopify position peaked at $337K in Q2 2020.
  • 1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.