HCM
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HMS Capital Management’s Shift4 FOUR Stock Holding History

HMS Capital Management’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
-4,421
Closed -$278K – 118
2025
Q4 		$278K Hold
4,421
– – 0.12% 95
2025
Q3 		$342K Sell
4,421
-106
-2% -$9.85K 0.14% 92
2025
Q2 		$449K Sell
4,527
-30
-0.7% -$2.62K 0.2% 78
2025
Q1 		$341K Sell
4,557
-49
-1% -$5.05K 0.19% 82
2024
Q4 		$478K Sell
4,606
-7
-0.2% -$695 0.23% 72
2024
Q3 		$409K Buy
4,613
+1,203
+35% +$91.2K 0.2% 82
2024
Q2 		$250K Hold
3,410
– – 0.13% 97
2024
Q1 		$225K Buy
3,410
+175
+5% +$13.2K 0.12% 105
2023
Q4 		$240K Buy
+3,235
New +$193K 0.15% 97
2023
Q3 		– Sell
-3,393
Closed -$230K – 110
2023
Q2 		$230K Buy
3,393
+33
+1% +$2.16K 0.14% 104
2023
Q1 		$255K Buy
+3,360
New +$216K 0.16% 98

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DCP
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WA
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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 $564B 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