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Curated Wealth Partners’s Shift4 FOUR Stock Holding History

Curated Wealth Partners’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
-3,380
Closed -$213K – 244
2025
Q4 		$213K Buy
3,380
+754
+29% +$53.3K 0.02% 190
2025
Q3 		$203K Buy
2,626
+48
+2% +$4.46K 0.02% 154
2025
Q2 		$256K Buy
+2,578
New +$225K 0.03% 138
2025
Q1 		– Sell
-2,307
Closed -$239K – 156
2024
Q4 		$239K Buy
+2,307
New +$229K 0.03% 133

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 $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Curated Wealth Partners's FOUR Position: Q1 2026 in Review

Curated Wealth Partners sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 3,380 shares — an estimated $213K sold.

Curated Wealth Partners first reported a position in FOUR in Q4 2024 and held it in 4 quarters. The position peaked at $256K in Q2 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Curated Wealth Partners reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 3,380 Shift4 shares in Q1 2026, an estimated $213K.
  • Curated Wealth Partners first reported a position in Shift4 in Q4 2024 and held it in 4 quarters.
  • Curated Wealth Partners's Shift4 position peaked at $256K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.