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FOUR icon

Clearstead Trust’s Shift4 FOUR Stock Holding History

Clearstead Trust’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
Q2 		– Sell
-1
Closed -$82 – 1512
2025
Q1 		$82 Buy
+1
New +$103 ﹤0.01% 874

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Clearstead Trust's FOUR Position: Q2 2025 in Review

Clearstead Trust sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 1 share — an estimated $82 sold.

Clearstead Trust first reported a position in FOUR in Q1 2025 and held it in 1 quarter. The position peaked at $82 in Q1 2025. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Clearstead Trust reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
  • Clearstead Trust sold 1 Shift4 share in Q2 2025, an estimated $82.
  • Clearstead Trust first reported a position in Shift4 in Q1 2025 and held it in 1 quarter.
  • Clearstead Trust's Shift4 position peaked at $82 in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.