Creative Planning
FOUR icon

Creative Planning’s Shift4 FOUR Stock Holding History

Creative Planning’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 		$1M Buy
22,869
+14,284
+166% +$788K ﹤0.01% 2453
2025
Q4 		$541K Buy
8,585
+4,135
+93% +$292K ﹤0.01% 2774
2025
Q3 		$344K Sell
4,450
-231
-5% -$21.5K ﹤0.01% 3036
2025
Q2 		$464K Buy
4,681
+799
+21% +$69.7K ﹤0.01% 2529
2025
Q1 		$317K Buy
3,882
+362
+10% +$37.3K ﹤0.01% 2704
2024
Q4 		$365K Buy
3,520
+210
+6% +$20.8K ﹤0.01% 2510
2024
Q3 		$293K Buy
+3,310
New +$251K ﹤0.01% 2539
2022
Q3 		– Sell
-6,304
Closed -$208K – 2365
2022
Q2 		$208K Buy
6,304
+256
+4% +$12.1K ﹤0.01% 1858
2022
Q1 		$375K Buy
+6,048
New +$319K ﹤0.01% 1494

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B 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

Creative Planning's FOUR Position: Q1 2026 in Review

Creative Planning increased its Shift4 (FOUR) stake by 166% in Q1 2026, buying an estimated $788K and bringing the position to 22,869 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Creative Planning first reported a position in FOUR in Q1 2022 and has held it in 9 quarters since. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Creative Planning held 22,869 shares of Shift4 worth $1M as of Q1 2026.
  • Creative Planning bought 14,284 Shift4 shares in Q1 2026, an estimated $788K.
  • Shift4 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2453 holding.
  • Creative Planning first reported a position in Shift4 in Q1 2022 and has held it in 9 quarters since.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.