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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
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

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cassaday & Co Wealth Management's FOUR Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Shift4 (FOUR) stake by 0.05% in Q2 2026, buying an estimated $43 and bringing the position to 2,001 shares worth $97.3K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Cassaday & Co Wealth Management first reported a position in FOUR in Q4 2024 and has held it in 3 quarters since. The position peaked at $208K in Q4 2024. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,001 shares of Shift4 worth $97.3K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1 Shift4 share in Q2 2026, an estimated $43.
  • Shift4 made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #489 holding.
  • Cassaday & Co Wealth Management first reported a position in Shift4 in Q4 2024 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Shift4 position peaked at $208K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.