CPA
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Capital Planning Advisors’s Shift4 FOUR Stock Holding History

Capital Planning 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
Q1 		– Sell
-10,000
Closed -$1.04M – 139
2024
Q4 		$1.04M Hold
10,000
– – 0.16% 79
2024
Q3 		$886K Sell
10,000
-4,134
-29% -$313K 0.13% 79
2024
Q2 		$1.04M Hold
14,134
– – 0.18% 73
2024
Q1 		$934K Buy
+14,134
New +$1.06M 0.16% 74

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Planning Advisors's FOUR Position: Q1 2025 in Review

Capital Planning Advisors sold out of Shift4 (FOUR) in Q1 2025, closing a stake of 10,000 shares — an estimated $1.04M sold.

Capital Planning Advisors first reported a position in FOUR in Q1 2024 and held it in 4 quarters. The position peaked at $1.04M in Q4 2024. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

  • Capital Planning Advisors reported no remaining Shift4 position as of Q1 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 10,000 Shift4 shares in Q1 2025, an estimated $1.04M.
  • Capital Planning Advisors first reported a position in Shift4 in Q1 2024 and held it in 4 quarters.
  • Capital Planning Advisors's Shift4 position peaked at $1.04M in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Capital Planning Advisors's 13F filing for Q1 2025, filed 12 May 2025.