CIC
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Carnegie Investment Counsel’s Shift4 FOUR Stock Holding History

Carnegie Investment Counsel’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
2026
Q1 		– Sell
-5,150
Closed -$324K – 573
2025
Q4 		$324K Sell
5,150
-80,581
-94% -$5.69M 0.01% 466
2025
Q3 		$6.64M Sell
85,731
-30,133
-26% -$2.8M 0.13% 155
2025
Q2 		$11.5M Buy
+115,864
New +$10.1M 0.23% 124

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carnegie Investment Counsel's FOUR Position: Q1 2026 in Review

Carnegie Investment Counsel sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 5,150 shares — an estimated $324K sold.

Carnegie Investment Counsel first reported a position in FOUR in Q2 2025 and held it in 3 quarters. The position peaked at $11.5M in Q2 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Carnegie Investment Counsel reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Carnegie Investment Counsel sold 5,150 Shift4 shares in Q1 2026, an estimated $324K.
  • Carnegie Investment Counsel first reported a position in Shift4 in Q2 2025 and held it in 3 quarters.
  • Carnegie Investment Counsel's Shift4 position peaked at $11.5M in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Carnegie Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.