EWA
FOUR icon

EverSource Wealth Advisors’s Shift4 FOUR Stock Holding History

EverSource Wealth Advisors’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 		$3.16K Sell
65
-191
-75% -$8.26K ﹤0.01% 3503
2026
Q1 		$11.2K Buy
256
+154
+151% +$8.5K ﹤0.01% 2852
2025
Q4 		$6.42K Buy
102
+33
+48% +$2.33K ﹤0.01% 2999
2025
Q3 		$5.34K Sell
69
-1
-1% -$93 ﹤0.01% 3131
2025
Q2 		$6.94K Sell
70
-36
-34% -$3.14K ﹤0.01% 3019
2025
Q1 		$8.66K Sell
106
-2,166
-95% -$223K ﹤0.01% 2186
2024
Q4 		$236K Buy
2,272
+714
+46% +$70.9K 0.01% 594
2024
Q3 		$138K Sell
1,558
-6
-0.4% -$455 0.01% 684
2024
Q2 		$108K Buy
1,564
+1,561
+52,033% +$103K 0.01% 767
2024
Q1 		$174 Buy
+3
New +$226 ﹤0.01% 2806

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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's FOUR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Shift4 (FOUR) stake by 75% in Q2 2026, selling an estimated $8.26K and leaving 65 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3503.

EverSource Wealth Advisors first reported a position in FOUR in Q1 2024 and has held it in 10 quarters since. The position peaked at $236K in Q4 2024. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • EverSource Wealth Advisors held 65 shares of Shift4 worth $3.16K as of Q2 2026.
  • EverSource Wealth Advisors sold 191 Shift4 shares in Q2 2026, an estimated $8.26K.
  • Shift4 made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3503 holding.
  • EverSource Wealth Advisors first reported a position in Shift4 in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Shift4 position peaked at $236K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.