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Emerald Mutual Fund Advisers Trust’s Shift4 FOUR Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-165,269
Closed -$10.4M – 200
2025
Q4 		$10.4M Sell
165,269
-4,449
-3% -$314K 0.51% 87
2025
Q3 		$13.1M Buy
169,718
+10,149
+6% +$943K 0.68% 61
2025
Q2 		$15.8M Buy
159,569
+1,564
+1% +$136K 0.96% 35
2025
Q1 		$12.9M Sell
158,005
-37,679
-19% -$3.88M 0.92% 40
2024
Q4 		$20.3M Sell
195,684
-99,974
-34% -$9.93M 1.23% 21
2024
Q3 		$26.2M Sell
295,658
-9,232
-3% -$700K 1.36% 20
2024
Q2 		$22.4M Buy
304,890
+1,890
+0.6% +$125K 1.17% 27
2024
Q1 		$20M Sell
303,000
-99,554
-25% -$7.49M 1.04% 35
2023
Q4 		$29.9M Buy
402,554
+1,319
+0.3% +$78.7K 1.58% 12
2023
Q3 		$22.2M Buy
401,235
+1,841
+0.5% +$112K 1.34% 17
2023
Q2 		$27.1M Sell
399,394
-41,875
-9% -$2.75M 1.47% 10
2023
Q1 		$33.4M Buy
441,269
+25,413
+6% +$1.64M 1.98% 4
2022
Q4 		$23.3M Sell
415,856
-20,269
-5% -$958K 1.44% 14
2022
Q3 		$19.5M Buy
436,125
+31,616
+8% +$1.33M 1.23% 25
2022
Q2 		$13.4M Buy
404,509
+27,400
+7% +$1.29M 0.78% 50
2022
Q1 		$23.4M Buy
+377,109
New +$19.9M 1.03% 35
2020
Q4 		– Sell
-12,510
Closed -$605K – 267
2020
Q3 		$605K Buy
12,510
+4,050
+48% +$180K 0.03% 193
2020
Q2 		$300K Buy
+8,460
New +$309K 0.01% 220

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 $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Emerald Mutual Fund Advisers Trust's FOUR Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 165,269 shares — an estimated $10.4M sold.

Emerald Mutual Fund Advisers Trust first reported a position in FOUR in Q2 2020 and held it in 18 quarters. The position peaked at $33.4M in Q1 2023. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Emerald Mutual Fund Advisers Trust reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 165,269 Shift4 shares in Q1 2026, an estimated $10.4M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Shift4 in Q2 2020 and held it in 18 quarters.
  • Emerald Mutual Fund Advisers Trust's Shift4 position peaked at $33.4M in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.