LF
SHOP icon

LifeSteps Financial’s Shopify SHOP Stock Holding History

LifeSteps Financial’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 		$82.2K Buy
+720
New +$82.2K 0.04% 166
2024
Q2 		– Sell
-1,080
Closed -$83.3K – 350
2024
Q1 		$83.3K Buy
+1,080
New +$85.3K 0.06% 115
2021
Q3 		– Sell
-1,480
Closed -$216K – 84
2021
Q2 		$216K Buy
+1,480
New +$182K 0.17% 82
2020
Q4 		– Sell
-2,320
Closed -$237K – 87
2020
Q3 		$237K Sell
2,320
-230
-9% -$22.9K 0.25% 67
2020
Q2 		$242K Buy
+2,550
New +$177K 0.28% 61

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

LifeSteps Financial's SHOP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Shopify (SHOP) in Q2 2026: 720 shares worth $82.2K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SHOP as recently as Q1 2024.

LifeSteps Financial first reported a position in SHOP in Q2 2020 and has held it in 5 quarters since. The position peaked at $242K in Q2 2020. 384 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • LifeSteps Financial held 720 shares of Shopify worth $82.2K as of Q2 2026.
  • Shopify was a new LifeSteps Financial position in Q2 2026.
  • Shopify made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #166 holding.
  • LifeSteps Financial first reported a position in Shopify in Q2 2020 and has held it in 5 quarters since.
  • LifeSteps Financial's Shopify position peaked at $242K in Q2 2020.
  • 384 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.