LA
SHOP icon

LexAurum Advisors’s Shopify SHOP Stock Holding History

LexAurum Advisors’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 		$615K Sell
5,385
-96
-2% -$11K 0.07% 214
2026
Q1 		$650K Buy
+5,481
New +$720K 0.08% 183
2025
Q3 		$794K Sell
5,343
-59
-1% -$8K 0.11% 144
2025
Q2 		$623K Sell
5,402
-322
-6% -$32.2K 0.1% 171
2025
Q1 		$547K Sell
5,724
-750
-12% -$81.7K 0.1% 173
2024
Q4 		$688K Sell
6,474
-51
-0.8% -$4.96K 0.14% 140
2024
Q3 		$523K Sell
6,525
-55
-0.8% -$3.8K 0.11% 157
2024
Q2 		$435K Buy
6,580
+27
+0.4% +$1.79K 0.11% 170
2024
Q1 		$506K Buy
6,553
+1
+0% +$79 0.13% 148
2023
Q4 		$510K Sell
6,552
-40
-0.6% -$2.55K 0.13% 148
2023
Q3 		$360K Buy
6,592
+187
+3% +$11.3K 0.11% 186
2023
Q2 		$414K Sell
6,405
-125
-2% -$7.07K 0.12% 152
2023
Q1 		$313K Buy
6,530
+200
+3% +$8.8K 0.1% 184
2022
Q4 		$220K Sell
6,330
-6,000
-49% -$205K 0.08% 220
2022
Q3 		$332K Sell
12,330
-1,100
-8% -$37.4K 0.13% 161
2022
Q2 		$420K Buy
13,430
+4,190
+45% +$179K 0.16% 132
2022
Q1 		$625K Buy
9,240
+7,790
+537% +$640K 0.2% 103
2021
Q4 		$200K Buy
+1,450
New +$212K 0.07% 245
2021
Q3 		– Sell
-1,450
Closed -$212K – 287
2021
Q2 		$212K Buy
+1,450
New +$179K 0.06% 268

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

LexAurum Advisors's SHOP Position: Q2 2026 in Review

LexAurum Advisors reduced its Shopify (SHOP) stake by 1.8% in Q2 2026, selling an estimated $11K and leaving 5,385 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #214.

LexAurum Advisors first reported a position in SHOP in Q2 2021 and has held it in 19 quarters since. The position peaked at $794K in Q3 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • LexAurum Advisors held 5,385 shares of Shopify worth $615K as of Q2 2026.
  • LexAurum Advisors sold 96 Shopify shares in Q2 2026, an estimated $11K.
  • Shopify made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #214 holding.
  • LexAurum Advisors first reported a position in Shopify in Q2 2021 and has held it in 19 quarters since.
  • LexAurum Advisors's Shopify position peaked at $794K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.