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Advisors Asset Management’s Shift4 FOUR Stock Holding History

Advisors Asset 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 		$88.8K Buy
1,825
+597
+49% +$25.8K ﹤0.01% 1255
2026
Q1 		$53.7K Buy
1,228
+314
+34% +$17.3K ﹤0.01% 1293
2025
Q4 		$57.6K Buy
914
+313
+52% +$22.1K ﹤0.01% 1297
2025
Q3 		$46.5K Buy
601
+39
+7% +$3.63K ﹤0.01% 1298
2025
Q2 		$55.7K Buy
562
+128
+29% +$11.2K ﹤0.01% 1277
2025
Q1 		$35.5K Buy
434
+217
+100% +$22.4K ﹤0.01% 1317
2024
Q4 		$22.5K Sell
217
-1
-0.5% -$99 ﹤0.01% 1375
2024
Q3 		$19.3K Buy
218
+15
+7% +$1.14K ﹤0.01% 1375
2024
Q2 		$14.9K Buy
203
+107
+111% +$7.09K ﹤0.01% 1397
2024
Q1 		$6.34K Sell
96
-103
-52% -$7.75K ﹤0.01% 1387
2023
Q4 		$14.8K Sell
199
-16
-7% -$954 ﹤0.01% 1371
2023
Q3 		$11.9K Hold
215
– – ﹤0.01% 1381
2023
Q2 		$14.6K Sell
215
-698
-76% -$45.8K ﹤0.01% 1388
2023
Q1 		$69.2K Buy
913
+17
+2% +$1.09K ﹤0.01% 1268
2022
Q4 		$50.1K Buy
896
+24
+3% +$1.13K ﹤0.01% 1340
2022
Q3 		$39K Sell
872
-49
-5% -$2.06K ﹤0.01% 1382
2022
Q2 		$30K Sell
921
-22
-2% -$1.04K ﹤0.01% 1430
2022
Q1 		$58.4K Buy
+943
New +$49.7K ﹤0.01% 1401

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisors Asset Management's FOUR Position: Q2 2026 in Review

Advisors Asset Management increased its Shift4 (FOUR) stake by 49% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,825 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Advisors Asset Management first reported a position in FOUR in Q1 2022 and has held it in 18 quarters since. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Advisors Asset Management held 1,825 shares of Shift4 worth $88.8K as of Q2 2026.
  • Advisors Asset Management bought 597 Shift4 shares in Q2 2026, an estimated $25.8K.
  • Shift4 made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1255 holding.
  • Advisors Asset Management first reported a position in Shift4 in Q1 2022 and has held it in 18 quarters since.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.