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FOUR icon

Crewe Advisors’s Shift4 FOUR Stock Holding History

Crewe Advisors’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 		$37.9K Hold
779
– – ﹤0.01% 487
2026
Q1 		$34.1K Sell
779
-536
-41% -$29.6K ﹤0.01% 420
2025
Q4 		$82.8K Sell
1,315
-42
-3% -$2.97K 0.01% 308
2025
Q3 		$105K Hold
1,357
– – 0.01% 285
2025
Q2 		$134K Hold
1,357
– – 0.02% 192
2025
Q1 		$111K Buy
1,357
+27
+2% +$2.78K 0.02% 188
2024
Q4 		$138K Hold
1,330
– – 0.02% 171
2024
Q3 		$118K Hold
1,330
– – 0.01% 211
2024
Q2 		$97.6K Hold
1,330
– – 0.01% 273
2024
Q1 		$87.9K Sell
1,330
-101
-7% -$7.6K 0.01% 296
2023
Q4 		$106K Sell
1,431
-20
-1% -$1.19K 0.02% 99
2023
Q3 		$80.3K Hold
1,451
– – 0.01% 112
2023
Q2 		$98.5K Hold
1,451
– – 0.01% 205
2023
Q1 		$110K Sell
1,451
-39
-3% -$2.51K 0.02% 217
2022
Q4 		$83.3K Sell
1,490
-62
-4% -$2.93K 0.01% 240
2022
Q3 		$69K Buy
1,552
+670
+76% +$28.1K 0.01% 274
2022
Q2 		$29K Buy
+882
New +$41.6K 0.01% 359

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

Crewe Advisors's FOUR Position: Q2 2026 in Review

Crewe Advisors held its Shift4 (FOUR) position steady in Q2 2026 at 779 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Crewe Advisors first reported a position in FOUR in Q2 2022 and has held it in 17 quarters since. The position peaked at $138K in Q4 2024. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Crewe Advisors held 779 shares of Shift4 worth $37.9K as of Q2 2026.
  • Crewe Advisors left its Shift4 share count unchanged in Q2 2026.
  • Shift4 made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #487 holding.
  • Crewe Advisors first reported a position in Shift4 in Q2 2022 and has held it in 17 quarters since.
  • Crewe Advisors's Shift4 position peaked at $138K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.