Cassaday & Co Wealth Management
FOUR icon

Cassaday & Co Wealth Management’s Shift4 FOUR Stock Holding History

Cassaday & Co Wealth 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
2026
Q3 		$72.3K Sell
2,000
-1
-0% -$46 ﹤0.01% 550
2026
Q2 		$97.3K Buy
2,001
+1
+0.1% +$43 ﹤0.01% 489
2026
Q1 		$87.5K Buy
+2,000
New +$110K ﹤0.01% 489
2025
Q1 		– Sell
-2,000
Closed -$208K – 326
2024
Q4 		$208K Buy
+2,000
New +$199K 0.01% 311

Other funds holding FOUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cassaday & Co Wealth Management's FOUR Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its Shift4 (FOUR) stake by 0.05% in Q3 2026, selling an estimated $46 and leaving 2,000 shares worth $72.3K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Cassaday & Co Wealth Management first reported a position in FOUR in Q4 2024 and has held it in 4 quarters since. The position peaked at $208K in Q4 2024. 204 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Cassaday & Co Wealth Management held 2,000 shares of Shift4 worth $72.3K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 1 Shift4 share in Q3 2026, an estimated $46.
  • Shift4 made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #550 holding.
  • Cassaday & Co Wealth Management first reported a position in Shift4 in Q4 2024 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Shift4 position peaked at $208K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.