LVW Advisors
SHOP icon

LVW Advisors’s Shopify SHOP Stock Holding History

LVW 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
Q3 		$871K Buy
5,875
+881
+18% +$120K 0.07% 170
2026
Q2 		$570K Sell
4,994
-807
-14% -$92.1K 0.05% 214
2026
Q1 		$688K Buy
5,801
+1,433
+33% +$188K 0.07% 156
2025
Q4 		$703K Sell
4,368
-145
-3% -$23.3K 0.07% 137
2025
Q3 		$671K Sell
4,513
-351
-7% -$47.6K 0.07% 151
2025
Q2 		$561K Buy
4,864
+2,098
+76% +$210K 0.06% 178
2025
Q1 		$264K Buy
2,766
+17
+0.6% +$1.85K 0.03% 259
2024
Q4 		$292K Sell
2,749
-398
-13% -$38.7K 0.04% 253
2024
Q3 		$252K Sell
3,147
-351
-10% -$24.2K 0.03% 271
2024
Q2 		$231K Buy
3,498
+17
+0.5% +$1.13K 0.03% 264
2024
Q1 		$269K Sell
3,481
-54
-2% -$4.27K 0.05% 238
2023
Q4 		$275K Sell
3,535
-496
-12% -$31.7K 0.05% 215
2023
Q3 		$220K Sell
4,031
-922
-19% -$55.9K 0.05% 205
2023
Q2 		$320K Buy
4,953
+623
+14% +$35.2K 0.06% 159
2023
Q1 		$208K Buy
+4,330
New +$191K 0.04% 220
2021
Q4 		– Sell
-1,480
Closed -$201K – 250
2021
Q3 		$201K Buy
+1,480
New +$222K 0.03% 232

Other funds holding SHOP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LVW Advisors's SHOP Position: Q3 2026 in Review

LVW Advisors increased its Shopify (SHOP) stake by 18% in Q3 2026, buying an estimated $120K and bringing the position to 5,875 shares worth $871K. The position accounts for 0.07% of the portfolio, ranked #170.

LVW Advisors first reported a position in SHOP in Q3 2021 and has held it in 16 quarters since. 861 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • LVW Advisors held 5,875 shares of Shopify worth $871K as of Q3 2026.
  • LVW Advisors bought 881 Shopify shares in Q3 2026, an estimated $120K.
  • Shopify made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #170 holding.
  • LVW Advisors first reported a position in Shopify in Q3 2021 and has held it in 16 quarters since.
  • 861 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.