TLA
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Tanglewood Legacy Advisors’s Shopify SHOP Stock Holding History

Tanglewood Legacy 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 		$9.13K Hold
80
– – ﹤0.01% 242
2026
Q1 		$9.49K Buy
+80
New +$10.5K ﹤0.01% 227
2023
Q2 		– Sell
-100
Closed -$4.79K – 287
2023
Q1 		$4.79K Hold
100
– – ﹤0.01% 262
2022
Q4 		$3.47K Buy
+100
New +$3.42K ﹤0.01% 234

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

Tanglewood Legacy Advisors's SHOP Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Shopify (SHOP) position steady in Q2 2026 at 80 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Tanglewood Legacy Advisors first reported a position in SHOP in Q4 2022 and has held it in 4 quarters since. The position peaked at $9.49K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Tanglewood Legacy Advisors held 80 shares of Shopify worth $9.13K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #242 holding.
  • Tanglewood Legacy Advisors first reported a position in Shopify in Q4 2022 and has held it in 4 quarters since.
  • Tanglewood Legacy Advisors's Shopify position peaked at $9.49K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.