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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
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 $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM