Elevation Wealth Partners
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Elevation Wealth Partners’s Shift4 FOUR Stock Holding History

Elevation 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
Q3 		$543 Sell
15
-176
-92% -$8.11K ﹤0.01% 1316
2026
Q2 		$9.29K Buy
+191
New +$8.26K ﹤0.01% 826
2026
Q1 		– Sell
-17
Closed -$1.07K – 1101
2025
Q4 		$1.07K Buy
+17
New +$1.2K ﹤0.01% 859

Other funds holding FOUR

Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Elevation Wealth Partners's FOUR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Shift4 (FOUR) stake by 92% in Q3 2026, selling an estimated $8.11K and leaving 15 shares worth $543. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Elevation Wealth Partners first reported a position in FOUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.29K in Q2 2026. 76 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Elevation Wealth Partners held 15 shares of Shift4 worth $543 as of Q3 2026.
  • Elevation Wealth Partners sold 176 Shift4 shares in Q3 2026, an estimated $8.11K.
  • Shift4 made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1316 holding.
  • Elevation Wealth Partners first reported a position in Shift4 in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Shift4 position peaked at $9.29K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.