High Note Wealth’s Shift4 FOUR Stock Holding History

High Note Wealth’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 Q3	–	Sell	-16	Closed	-$1.59K	–	918
2025 Q2	$1.59K	Buy	+16	New	+$1.4K	﹤0.01%	713

Other funds holding FOUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

High Note Wealth's FOUR Position: Q3 2025 in Review

High Note Wealth sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 16 shares — an estimated $1.59K sold.

High Note Wealth first reported a position in FOUR in Q2 2025 and held it in 1 quarter. The position peaked at $1.59K in Q2 2025. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

High Note Wealth reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 16 Shift4 shares in Q3 2025, an estimated $1.59K.
High Note Wealth first reported a position in Shift4 in Q2 2025 and held it in 1 quarter.
High Note Wealth's Shift4 position peaked at $1.59K in Q2 2025.
450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.