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Leo Wealth LLC’s Shopify SHOP Stock Holding History

Leo Wealth LLC’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 		$553K Buy
4,663
+2,698
+137% +$355K 0.04% 250
2025
Q4 		$316K Sell
1,965
-14
-0.7% -$2.25K 0.02% 339
2025
Q3 		$294K Sell
1,979
-41
-2% -$5.56K 0.04% 232
2025
Q2 		$233K Sell
2,020
-94
-4% -$9.4K 0.02% 352
2025
Q1 		$202K Buy
+2,114
New +$230K 0.03% 254

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Leo Wealth LLC's SHOP Position: Q1 2026 in Review

Leo Wealth LLC increased its Shopify (SHOP) stake by 137% in Q1 2026, buying an estimated $355K and bringing the position to 4,663 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #250.

Leo Wealth LLC first reported a position in SHOP in Q1 2025 and has held it in 5 quarters since. 1,736 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Leo Wealth LLC held 4,663 shares of Shopify worth $553K as of Q1 2026.
  • Leo Wealth LLC bought 2,698 Shopify shares in Q1 2026, an estimated $355K.
  • Shopify made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #250 holding.
  • Leo Wealth LLC first reported a position in Shopify in Q1 2025 and has held it in 5 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.