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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
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

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

Clearstead Advisors's FOUR Position: Q2 2026 in Review

Clearstead Advisors increased its Shift4 (FOUR) stake by 15% in Q2 2026, buying an estimated $130 and bringing the position to 23 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Clearstead Advisors first reported a position in FOUR in Q1 2024 and has held it in 10 quarters since. The position peaked at $682K in Q4 2024. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Clearstead Advisors held 23 shares of Shift4 worth $1.12K as of Q2 2026.
  • Clearstead Advisors bought 3 Shift4 shares in Q2 2026, an estimated $130.
  • Shift4 made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2661 holding.
  • Clearstead Advisors first reported a position in Shift4 in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Shift4 position peaked at $682K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.