GAG
FOUR icon

GM Advisory Group’s Shift4 FOUR Stock Holding History

GM Advisory Group’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 		$1.31M Hold
30,025
– – 0.05% 141
2025
Q4 		$1.89M Buy
+30,025
New +$2.12M 0.07% 112
2025
Q2 		– Sell
-2,850
Closed -$233K – 291
2025
Q1 		$233K Sell
2,850
-1,010
-26% -$104K 0.01% 239
2024
Q4 		$401K Sell
3,860
-145
-4% -$14.4K 0.02% 186
2024
Q3 		$355K Sell
4,005
-1,005
-20% -$76.2K 0.02% 189
2024
Q2 		$367K Buy
5,010
+500
+11% +$33.1K 0.02% 172
2024
Q1 		$298K Buy
+4,510
New +$339K 0.02% 182

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

GM Advisory Group's FOUR Position: Q1 2026 in Review

GM Advisory Group held its Shift4 (FOUR) position steady in Q1 2026 at 30,025 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #141.

GM Advisory Group first reported a position in FOUR in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q4 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • GM Advisory Group held 30,025 shares of Shift4 worth $1.31M as of Q1 2026.
  • GM Advisory Group left its Shift4 share count unchanged in Q1 2026.
  • Shift4 made up 0.05% of GM Advisory Group's portfolio in Q1 2026, its #141 holding.
  • GM Advisory Group first reported a position in Shift4 in Q1 2024 and has held it in 7 quarters since.
  • GM Advisory Group's Shift4 position peaked at $1.89M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.