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
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 $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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 $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM