HWA
FOUR icon

Heritage Wealth Advisors’s Shift4 FOUR Stock Holding History

Heritage 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
Q1 		– Sell
-167
Closed -$10.5K – 689
2025
Q4 		$10.5K Hold
167
– – ﹤0.01% 450
2025
Q3 		$12.9K Hold
167
– – ﹤0.01% 411
2025
Q2 		$16.6K Hold
167
– – ﹤0.01% 387
2025
Q1 		$13.6K Hold
167
– – ﹤0.01% 403
2024
Q4 		$17.3K Buy
+167
New +$16.6K ﹤0.01% 396

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B 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

Heritage Wealth Advisors's FOUR Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 167 shares — an estimated $10.5K sold.

Heritage Wealth Advisors first reported a position in FOUR in Q4 2024 and held it in 5 quarters. The position peaked at $17.3K in Q4 2024. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 167 Shift4 shares in Q1 2026, an estimated $10.5K.
  • Heritage Wealth Advisors first reported a position in Shift4 in Q4 2024 and held it in 5 quarters.
  • Heritage Wealth Advisors's Shift4 position peaked at $17.3K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.