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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 $9.71B AUM 26.27% 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 $5.72T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return