Envestnet Asset Management
FOUR icon

Envestnet Asset Management’s Shift4 FOUR Stock Holding History

Envestnet Asset Management’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
Q2 		$487K Sell
10,019
-522
-5% -$22.6K ﹤0.01% 4101
2026
Q1 		$461K Sell
10,541
-12,199
-54% -$673K ﹤0.01% 3989
2025
Q4 		$1.43M Sell
22,740
-37,784
-62% -$2.67M ﹤0.01% 3067
2025
Q3 		$4.68M Sell
60,524
-8,770
-13% -$815K ﹤0.01% 2282
2025
Q2 		$6.87M Sell
69,294
-2,900
-4% -$253K ﹤0.01% 1991
2025
Q1 		$5.9M Buy
72,194
+11,307
+19% +$1.17M ﹤0.01% 2009
2024
Q4 		$6.32M Sell
60,887
-17,256
-22% -$1.71M ﹤0.01% 1945
2024
Q3 		$6.92M Buy
78,143
+9,689
+14% +$734K ﹤0.01% 1887
2024
Q2 		$5.02M Buy
68,454
+3,040
+5% +$201K ﹤0.01% 2021
2024
Q1 		$4.32M Buy
65,414
+47,662
+268% +$3.58M ﹤0.01% 2083
2023
Q4 		$1.32M Sell
17,752
-451
-2% -$26.9K ﹤0.01% 2727
2023
Q3 		$1.01M Sell
18,203
-3,553
-16% -$217K ﹤0.01% 2808
2023
Q2 		$1.48M Sell
21,756
-124,957
-85% -$8.19M ﹤0.01% 2478
2023
Q1 		$1.26M Buy
146,713
+131,016
+835% +$8.44M ﹤0.01% 2505
2022
Q4 		$878K Sell
15,697
-4,126
-21% -$195K ﹤0.01% 2744
2022
Q3 		$884K Sell
19,823
-2,242
-10% -$94.2K ﹤0.01% 2670
2022
Q2 		$729K Buy
22,065
+4,008
+22% +$189K ﹤0.01% 2831
2022
Q1 		$1.12M Buy
18,057
+4,358
+32% +$230K ﹤0.01% 2585
2021
Q4 		$794K Buy
13,699
+7,025
+105% +$446K ﹤0.01% 2782
2021
Q3 		$517K Buy
6,674
+939
+16% +$81K ﹤0.01% 2947
2021
Q2 		$537K Sell
5,735
-3,298
-37% -$311K ﹤0.01% 2935
2021
Q1 		$741K Buy
+9,033
New +$703K ﹤0.01% 2613

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management's FOUR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Shift4 (FOUR) stake by 5% in Q2 2026, selling an estimated $22.6K and leaving 10,019 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #4101.

Envestnet Asset Management first reported a position in FOUR in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.92M in Q3 2024. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Envestnet Asset Management held 10,019 shares of Shift4 worth $487K as of Q2 2026.
  • Envestnet Asset Management sold 522 Shift4 shares in Q2 2026, an estimated $22.6K.
  • Shift4 made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4101 holding.
  • Envestnet Asset Management first reported a position in Shift4 in Q1 2021 and has held it in 22 quarters since.
  • Envestnet Asset Management's Shift4 position peaked at $6.92M in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.