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Moody Lynn & Lieberson’s Shopify SHOP Stock Holding History

Moody Lynn & Lieberson’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 		– Sell
-4,372
Closed -$519K – 279
2026
Q1 		$519K Sell
4,372
-28,280
-87% -$3.72M 0.03% 174
2025
Q4 		$5.26M Sell
32,652
-720
-2% -$116K 0.28% 50
2025
Q3 		$4.96M Sell
33,372
-680
-2% -$92.2K 0.27% 57
2025
Q2 		$3.93M Buy
+34,052
New +$3.41M 0.23% 68
2024
Q2 		– Sell
-30,749
Closed -$2.37M – 246
2024
Q1 		$2.37M Sell
30,749
-8,129
-21% -$642K 0.16% 84
2023
Q4 		$3.03M Sell
38,878
-5,911
-13% -$377K 0.23% 73
2023
Q3 		$2.44M Sell
44,789
-4,821
-10% -$292K 0.21% 73
2023
Q2 		$3.2M Buy
+49,610
New +$2.8M 0.26% 66

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

Moody Lynn & Lieberson's SHOP Position: Q2 2026 in Review

Moody Lynn & Lieberson sold out of Shopify (SHOP) in Q2 2026, closing a stake of 4,372 shares — an estimated $519K sold.

Moody Lynn & Lieberson first reported a position in SHOP in Q2 2023 and held it in 8 quarters. The position peaked at $5.26M in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Moody Lynn & Lieberson reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 4,372 Shopify shares in Q2 2026, an estimated $519K.
  • Moody Lynn & Lieberson first reported a position in Shopify in Q2 2023 and held it in 8 quarters.
  • Moody Lynn & Lieberson's Shopify position peaked at $5.26M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.