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DiNuzzo Private Wealth’s Shift4 FOUR Stock Holding History

DiNuzzo Private 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
2025
Q4 		– Sell
-1
Closed -$91 – 1382
2025
Q3 		$91 Buy
+1
New +$93 ﹤0.01% 1314
2025
Q2 		– Sell
-6
Closed -$491 – 1380
2025
Q1 		$491 Hold
6
– – ﹤0.01% 1052
2024
Q4 		$623 Hold
6
– – ﹤0.01% 1004
2024
Q3 		$532 Hold
6
– – ﹤0.01% 1091
2024
Q2 		$441 Buy
6
+3
+100% +$199 ﹤0.01% 1073
2024
Q1 		$199 Hold
3
– – ﹤0.01% 1200
2023
Q4 		$224 Buy
+3
New +$179 ﹤0.01% 1201

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return