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AssuredPartners Investment Advisors’s Shift4 FOUR Stock Holding History

AssuredPartners Investment Advisors’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
2025
Q4 		– Sell
-6,564
Closed -$508K – 345
2025
Q3 		$508K Sell
6,564
-2,084
-24% -$194K 0.11% 131
2025
Q2 		$857K Buy
8,648
+2,229
+35% +$194K 0.21% 91
2025
Q1 		$524K Buy
6,419
+1,256
+24% +$129K 0.1% 193
2024
Q4 		$536K Buy
+5,163
New +$513K 0.1% 191

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssuredPartners Investment Advisors's FOUR Position: Q4 2025 in Review

AssuredPartners Investment Advisors sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 6,564 shares — an estimated $508K sold.

AssuredPartners Investment Advisors first reported a position in FOUR in Q4 2024 and held it in 4 quarters. The position peaked at $857K in Q2 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • AssuredPartners Investment Advisors reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 6,564 Shift4 shares in Q4 2025, an estimated $508K.
  • AssuredPartners Investment Advisors first reported a position in Shift4 in Q4 2024 and held it in 4 quarters.
  • AssuredPartners Investment Advisors's Shift4 position peaked at $857K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.