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
Q2 		$2.42M Buy
49,689
+26,820
+117% +$1.16M ﹤0.01% 1931
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 $2.27B 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

Creative Planning's FOUR Position: Q2 2026 in Review

Creative Planning increased its Shift4 (FOUR) stake by 117% in Q2 2026, buying an estimated $1.16M and bringing the position to 49,689 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Creative Planning first reported a position in FOUR in Q1 2022 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Creative Planning held 49,689 shares of Shift4 worth $2.42M as of Q2 2026.
  • Creative Planning bought 26,820 Shift4 shares in Q2 2026, an estimated $1.16M.
  • Shift4 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1931 holding.
  • Creative Planning first reported a position in Shift4 in Q1 2022 and has held it in 10 quarters since.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.