IPW
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Impact Partnership Wealth’s Shift4 FOUR Stock Holding History

Impact Partnership 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
Q2 		– Sell
-2,467
Closed -$202K – 323
2025
Q1 		$202K Buy
2,467
+95
+4% +$9.79K 0.04% 245
2024
Q4 		$246K Buy
+2,372
New +$235K 0.05% 237

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Impact Partnership Wealth's FOUR Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 2,467 shares — an estimated $202K sold.

Impact Partnership Wealth first reported a position in FOUR in Q4 2024 and held it in 2 quarters. The position peaked at $246K in Q4 2024. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,467 Shift4 shares in Q2 2025, an estimated $202K.
  • Impact Partnership Wealth first reported a position in Shift4 in Q4 2024 and held it in 2 quarters.
  • Impact Partnership Wealth's Shift4 position peaked at $246K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.