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FourThought Financial Partners’s Shopify SHOP Stock Holding History

FourThought Financial Partners’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
Q1 		$213K Sell
1,792
-93
-5% -$12.2K 0.02% 354
2025
Q4 		$303K Buy
+1,885
New +$303K 0.03% 327

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FourThought Financial Partners's SHOP Position: Q1 2026 in Review

FourThought Financial Partners reduced its Shopify (SHOP) stake by 4.9% in Q1 2026, selling an estimated $12.2K and leaving 1,792 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #354.

FourThought Financial Partners first reported a position in SHOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $303K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • FourThought Financial Partners held 1,792 shares of Shopify worth $213K as of Q1 2026.
  • FourThought Financial Partners sold 93 Shopify shares in Q1 2026, an estimated $12.2K.
  • Shopify made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #354 holding.
  • FourThought Financial Partners first reported a position in Shopify in Q4 2025 and has held it in 2 quarters since.
  • FourThought Financial Partners's Shopify position peaked at $303K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.