BAM
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Belpointe Asset Management’s Shift4 FOUR Stock Holding History

Belpointe 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
2025
Q3 		– Sell
-2,292
Closed -$227K – 1005
2025
Q2 		$227K Buy
+2,292
New +$200K 0.01% 840
2023
Q2 		– Sell
-454
Closed -$34.4K – 1558
2023
Q1 		$34.4K Buy
454
+355
+359% +$22.9K ﹤0.01% 1954
2022
Q4 		$5.54K Buy
+99
New +$4.68K ﹤0.01% 2890

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Belpointe Asset Management's FOUR Position: Q3 2025 in Review

Belpointe Asset Management sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 2,292 shares — an estimated $227K sold.

Belpointe Asset Management first reported a position in FOUR in Q4 2022 and held it in 3 quarters. The position peaked at $227K in Q2 2025. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Belpointe Asset Management reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 2,292 Shift4 shares in Q3 2025, an estimated $227K.
  • Belpointe Asset Management first reported a position in Shift4 in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Shift4 position peaked at $227K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.