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Atria Wealth Solutions’s Shift4 FOUR Stock Holding History

Atria Wealth Solutions’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
Q2 		$240K Buy
+2,359
New +$206K 0.01% 1277
2025
Q1 		– Sell
-2,162
Closed -$224K – 1936
2024
Q4 		$224K Sell
2,162
-167
-7% -$16.6K ﹤0.01% 1749
2024
Q3 		$206K Buy
+2,329
New +$177K ﹤0.01% 1772
2023
Q3 		– Sell
-5,290
Closed -$359K – 1903
2023
Q2 		$359K Buy
+5,290
New +$347K ﹤0.01% 1332

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Atria Wealth Solutions's FOUR Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Shift4 (FOUR) in Q2 2025: 2,359 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in FOUR as recently as Q4 2024.

Atria Wealth Solutions first reported a position in FOUR in Q2 2023 and has held it in 4 quarters since. The position peaked at $359K in Q2 2023. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Atria Wealth Solutions held 2,359 shares of Shift4 worth $240K as of Q2 2025.
  • Shift4 was a new Atria Wealth Solutions position in Q2 2025.
  • Shift4 made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1277 holding.
  • Atria Wealth Solutions first reported a position in Shift4 in Q2 2023 and has held it in 4 quarters since.
  • Atria Wealth Solutions's Shift4 position peaked at $359K in Q2 2023.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.