Heck Capital Advisors’s Shift4 FOUR Stock Holding History

Heck Capital 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
2025 Q2	–	Sell	-248	Closed	-$20.3K	–	201
2025 Q1	$20.3K	Hold	248	–	–	﹤0.01%	196
2024 Q4	$25.7K	Buy	+248	New	+$24.6K	﹤0.01%	180

Other funds holding FOUR

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Heck Capital Advisors's FOUR Position: Q2 2025 in Review

Heck Capital Advisors sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 248 shares — an estimated $20.3K sold.

Heck Capital Advisors first reported a position in FOUR in Q4 2024 and held it in 2 quarters. The position peaked at $25.7K in Q4 2024. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

Heck Capital Advisors reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 248 Shift4 shares in Q2 2025, an estimated $20.3K.
Heck Capital Advisors first reported a position in Shift4 in Q4 2024 and held it in 2 quarters.
Heck Capital Advisors's Shift4 position peaked at $25.7K in Q4 2024.
458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.