Covestor
FOUR icon

Covestor’s Shift4 FOUR Stock Holding History

Covestor’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 		$43K Sell
1,202
-66
-5% -$3.04K 0.03% 813
2026
Q2 		$62K Buy
1,268
+423
+50% +$18.3K 0.04% 670
2026
Q1 		$37K Sell
845
-664
-44% -$36.7K 0.03% 857
2025
Q4 		$95K Buy
1,509
+270
+22% +$19.1K 0.05% 606
2025
Q3 		$96K Sell
1,239
-83
-6% -$7.72K 0.05% 596
2025
Q2 		$131K Buy
1,322
+212
+19% +$18.5K 0.08% 393
2025
Q1 		$91K Buy
1,110
+1
+0.1% +$103 0.06% 551
2024
Q4 		$115K Sell
1,109
-1,621
-59% -$161K 0.07% 438
2024
Q3 		$242K Buy
2,730
+1,109
+68% +$84K 0.15% 117
2024
Q2 		$119K Buy
1,621
+244
+18% +$16.2K 0.08% 393
2024
Q1 		$91K Sell
1,377
-469
-25% -$35.3K 0.06% 605
2023
Q4 		$137K Buy
1,846
+368
+25% +$22K 0.09% 300
2023
Q3 		$82K Buy
1,478
+1,475
+49,167% +$89.9K 0.06% 533
2023
Q2 		$0 Sell
3
-1
-25% -$66 ﹤0.01% 2301
2023
Q1 		$0 Sell
4
-1
-20% -$64 ﹤0.01% 2204
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2234
2022
Q3 		$0 Sell
5
-1
-17% -$42 ﹤0.01% 2193
2022
Q2 		$0 Sell
6
-2
-25% -$94 ﹤0.01% 2072
2022
Q1 		$1K Sell
8
-3
-27% -$158 ﹤0.01% 1819
2021
Q4 		$1K Buy
+11
New +$699 ﹤0.01% 1751

Other funds holding FOUR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Spyglass Capital Management
Spyglass Capital Management San Francisco, California $1.71B AUM 1.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Covestor's FOUR Position: Q3 2026 in Review

Covestor reduced its Shift4 (FOUR) stake by 5.2% in Q3 2026, selling an estimated $3.04K and leaving 1,202 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #813.

Covestor first reported a position in FOUR in Q4 2021 and has held it in 20 quarters since. The position peaked at $242K in Q3 2024. 260 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Covestor held 1,202 shares of Shift4 worth $43K as of Q3 2026.
  • Covestor sold 66 Shift4 shares in Q3 2026, an estimated $3.04K.
  • Shift4 made up 0.03% of Covestor's portfolio in Q3 2026, its #813 holding.
  • Covestor first reported a position in Shift4 in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Shift4 position peaked at $242K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.