CW
FOUR icon

CreativeOne Wealth’s Shift4 FOUR Stock Holding History

CreativeOne Wealth’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 		– Sell
-18,586
Closed -$1.17M – 1210
2025
Q4 		$1.17M Buy
+18,586
New +$1.31M 0.03% 493
2025
Q2 		– Sell
-7,449
Closed -$609K – 1139
2025
Q1 		$609K Sell
7,449
-229
-3% -$23.6K 0.02% 625
2024
Q4 		$797K Buy
+7,678
New +$762K 0.02% 543

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
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 $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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CreativeOne Wealth's FOUR Position: Q1 2026 in Review

CreativeOne Wealth sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 18,586 shares — an estimated $1.17M sold.

CreativeOne Wealth first reported a position in FOUR in Q4 2024 and held it in 3 quarters. The position peaked at $1.17M in Q4 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • CreativeOne Wealth reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 18,586 Shift4 shares in Q1 2026, an estimated $1.17M.
  • CreativeOne Wealth first reported a position in Shift4 in Q4 2024 and held it in 3 quarters.
  • CreativeOne Wealth's Shift4 position peaked at $1.17M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.