Cerity Partners’s Shift4 FOUR Stock Holding History

Cerity Partners’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	-4,623	Closed	-$358K	–	2929
2025 Q3	$358K	Sell	4,623 -694	-13%	-$64.5K	﹤0.01%	2169
2025 Q2	$527K	Buy	5,317 +225	+4%	+$19.6K	﹤0.01%	1828
2025 Q1	$416K	Buy	5,092 +463	+10%	+$47.7K	﹤0.01%	1870
2024 Q4	$480K	Buy	4,629 +1,218	+36%	+$121K	﹤0.01%	1794
2024 Q3	$302K	Buy	+3,411	New	+$258K	﹤0.01%	2059

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners's FOUR Position: Q4 2025 in Review

Cerity Partners sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 4,623 shares — an estimated $358K sold.

Cerity Partners first reported a position in FOUR in Q3 2024 and held it in 5 quarters. The position peaked at $527K in Q2 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Cerity Partners reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 4,623 Shift4 shares in Q4 2025, an estimated $358K.
Cerity Partners first reported a position in Shift4 in Q3 2024 and held it in 5 quarters.
Cerity Partners's Shift4 position peaked at $527K in Q2 2025.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.