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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DiNuzzo Private Wealth's FOUR Position: Q4 2025 in Review

DiNuzzo Private Wealth sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 1 share — an estimated $91 sold.

DiNuzzo Private Wealth first reported a position in FOUR in Q4 2023 and held it in 7 quarters. The position peaked at $623 in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

DiNuzzo Private Wealth reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
DiNuzzo Private Wealth sold 1 Shift4 share in Q4 2025, an estimated $91.
DiNuzzo Private Wealth first reported a position in Shift4 in Q4 2023 and held it in 7 quarters.
DiNuzzo Private Wealth's Shift4 position peaked at $623 in Q4 2024.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.