C
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
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% -$7.71K 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% +$21.9K 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

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

Covestor's FOUR Position: Q2 2026 in Review

Covestor increased its Shift4 (FOUR) stake by 50% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,268 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #670.

Covestor first reported a position in FOUR in Q4 2021 and has held it in 19 quarters since. The position peaked at $242K in Q3 2024. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Covestor held 1,268 shares of Shift4 worth $62K as of Q2 2026.
  • Covestor bought 423 Shift4 shares in Q2 2026, an estimated $18.3K.
  • Shift4 made up 0.04% of Covestor's portfolio in Q2 2026, its #670 holding.
  • Covestor first reported a position in Shift4 in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Shift4 position peaked at $242K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.