IMA Advisory Services’s Shift4 FOUR Stock Holding History

IMA Advisory Services’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	$917K	Sell	20,973 -60	-0.3%	-$3.31K	0.09%	126
2025 Q4	$1.32M	Sell	21,033 -318	-1%	-$22.5K	0.13%	114
2025 Q3	$1.65M	Sell	21,351 -220	-1%	-$20.5K	0.17%	94
2025 Q2	$2.14M	Sell	21,571 -134	-0.6%	-$11.7K	0.23%	77
2025 Q1	$1.77M	Sell	21,705 -3,820	-15%	-$394K	0.21%	81
2024 Q4	$2.65M	Sell	25,525 -282	-1%	-$28K	0.32%	67
2024 Q3	$2.29M	Sell	25,807 -452	-2%	-$34.3K	0.5%	61
2024 Q2	$1.93M	Buy	26,259 +666	+3%	+$44.1K	0.85%	38
2024 Q1	$1.69M	Sell	25,593 -1,562	-6%	-$117K	0.8%	41
2023 Q4	$2.02M	Sell	27,155 -2,059	-7%	-$123K	1.01%	34
2023 Q3	$1.62M	Sell	29,214 -457	-2%	-$27.9K	0.42%	70
2023 Q2	$2.01M	Buy	29,671 +4,616	+18%	+$303K	0.52%	61
2023 Q1	$1.9M	Sell	25,055 -32,170	-56%	-$2.07M	0.49%	60
2022 Q4	$3.2M	Sell	57,225 -17,639	-24%	-$834K	0.85%	27
2022 Q3	$3.34M	Sell	74,864 -4,734	-6%	-$199K	0.9%	28
2022 Q2	$2.63M	Buy	79,598 +3,522	+5%	+$166K	0.64%	46
2022 Q1	$4.71M	Buy	76,076 +32,374	+74%	+$1.71M	1.08%	17
2021 Q4	$2.53M	Buy	+43,702	New	+$2.78M	0.56%	60

Other funds holding FOUR

DPCM

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

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

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IMA Advisory Services's FOUR Position: Q1 2026 in Review

IMA Advisory Services reduced its Shift4 (FOUR) stake by 0.29% in Q1 2026, selling an estimated $3.31K and leaving 20,973 shares worth $917K. The position accounts for 0.09% of the portfolio, ranked #126.

IMA Advisory Services first reported a position in FOUR in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.71M in Q1 2022. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

IMA Advisory Services held 20,973 shares of Shift4 worth $917K as of Q1 2026.
IMA Advisory Services sold 60 Shift4 shares in Q1 2026, an estimated $3.31K.
Shift4 made up 0.09% of IMA Advisory Services's portfolio in Q1 2026, its #126 holding.
IMA Advisory Services first reported a position in Shift4 in Q4 2021 and has held it in 18 quarters since.
IMA Advisory Services's Shift4 position peaked at $4.71M in Q1 2022.
352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.