AWM
FOUR icon

Activest Wealth Management’s Shift4 FOUR Stock Holding History

Activest Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97 Buy
+2
New +$86 ﹤0.01% 1243
2025
Q2 		– Sell
-4
Closed -$349 – 1099
2025
Q1 		$327 Buy
+4
New +$412 ﹤0.01% 895
2023
Q1 		– Sell
-345
Closed -$19.3K – 401
2022
Q4 		$19.3K Hold
345
– – 0.01% 265
2022
Q3 		$15K Buy
+345
New +$14.5K ﹤0.01% 276

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Activest Wealth Management's FOUR Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Shift4 (FOUR) in Q2 2026: 2 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in FOUR as recently as Q1 2025.

Activest Wealth Management first reported a position in FOUR in Q3 2022 and has held it in 4 quarters since. The position peaked at $19.3K in Q4 2022. 24 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Activest Wealth Management held 2 shares of Shift4 worth $97 as of Q2 2026.
  • Shift4 was a new Activest Wealth Management position in Q2 2026.
  • Shift4 made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1243 holding.
  • Activest Wealth Management first reported a position in Shift4 in Q3 2022 and has held it in 4 quarters since.
  • Activest Wealth Management's Shift4 position peaked at $19.3K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.