BHPW
FOUR icon

Beverly Hills Private Wealth’s Shift4 FOUR Stock Holding History

Beverly Hills Private Wealth’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
-2,670
Closed -$207K – 345
2025
Q3 		$207K Hold
2,670
– – 0.04% 323
2025
Q2 		$265K Hold
2,670
– – 0.05% 286
2025
Q1 		$218K Buy
2,670
+1
+0% +$103 0.04% 323
2024
Q4 		$277K Hold
2,669
– – 0.06% 270
2024
Q3 		$236K Buy
+2,669
New +$202K 0.05% 306

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.27B AUM 18.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Beverly Hills Private Wealth's FOUR Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 2,670 shares — an estimated $207K sold.

Beverly Hills Private Wealth first reported a position in FOUR in Q3 2024 and held it in 5 quarters. The position peaked at $277K in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,670 Shift4 shares in Q4 2025, an estimated $207K.
  • Beverly Hills Private Wealth first reported a position in Shift4 in Q3 2024 and held it in 5 quarters.
  • Beverly Hills Private Wealth's Shift4 position peaked at $277K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.