Clearstead Advisors
FOUR icon

Clearstead Advisors’s Shift4 FOUR Stock Holding History

Clearstead Advisors’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 		$832 Hold
23
– – ﹤0.01% 2709
2026
Q2 		$1.12K Buy
23
+3
+15% +$130 ﹤0.01% 2661
2026
Q1 		$875 Sell
20
-290
-94% -$16K ﹤0.01% 2067
2025
Q4 		$19.5K Sell
310
-525
-63% -$37.1K ﹤0.01% 1719
2025
Q3 		$64.6K Sell
835
-318
-28% -$29.6K ﹤0.01% 1195
2025
Q2 		$114K Buy
1,153
+623
+118% +$54.3K ﹤0.01% 1027
2025
Q1 		$43.3K Sell
530
-6,040
-92% -$622K ﹤0.01% 1206
2024
Q4 		$682K Buy
6,570
+5,835
+794% +$579K 0.01% 491
2024
Q3 		$65.1K Buy
735
+255
+53% +$19.3K ﹤0.01% 1146
2024
Q2 		$35.2K Buy
480
+10
+2% +$663 ﹤0.01% 1249
2024
Q1 		$30.9K Buy
+470
New +$35.4K ﹤0.01% 865

Other funds holding FOUR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 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
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Clearstead Advisors's FOUR Position: Q3 2026 in Review

Clearstead Advisors held its Shift4 (FOUR) position steady in Q3 2026 at 23 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Clearstead Advisors first reported a position in FOUR in Q1 2024 and has held it in 11 quarters since. The position peaked at $682K in Q4 2024. 134 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Clearstead Advisors held 23 shares of Shift4 worth $832 as of Q3 2026.
  • Clearstead Advisors left its Shift4 share count unchanged in Q3 2026.
  • Shift4 made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2709 holding.
  • Clearstead Advisors first reported a position in Shift4 in Q1 2024 and has held it in 11 quarters since.
  • Clearstead Advisors's Shift4 position peaked at $682K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.