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Chung Wu Investment Group’s Shift4 FOUR Stock Holding History

Chung Wu Investment Group’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
-150
Closed -$11.6K – 271
2025
Q3 		$11.6K Buy
+150
New +$13.9K 0.01% 202
2025
Q1 		– Sell
-3,180
Closed -$330K – 78
2024
Q4 		$330K Buy
+3,180
New +$316K 0.33% 54

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Chung Wu Investment Group's FOUR Position: Q4 2025 in Review

Chung Wu Investment Group sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 150 shares — an estimated $11.6K sold.

Chung Wu Investment Group first reported a position in FOUR in Q4 2024 and held it in 2 quarters. The position peaked at $330K in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Chung Wu Investment Group reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 150 Shift4 shares in Q4 2025, an estimated $11.6K.
  • Chung Wu Investment Group first reported a position in Shift4 in Q4 2024 and held it in 2 quarters.
  • Chung Wu Investment Group's Shift4 position peaked at $330K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Chung Wu Investment Group's 13F filing for Q4 2025, filed 2 Feb 2026.