Inspirion Wealth Advisors’s Shift4 FOUR Stock Holding History

Inspirion 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
2025 Q4	–	Sell	-3,538	Closed	-$313K	–	174
2025 Q3	$313K	Hold	3,538	–	–	0.04%	118
2025 Q2	$351K	Hold	3,538	–	–	0.05%	116
2025 Q1	$289K	Hold	3,538	–	–	0.04%	126
2024 Q4	$375K	Hold	3,538	–	–	0.05%	111
2024 Q3	$313K	Hold	3,538	–	–	0.04%	118
2024 Q2	$260K	Hold	3,538	–	–	0.04%	130
2024 Q1	$234K	Hold	3,538	–	–	0.04%	130
2023 Q4	$260K	Buy	+3,538	New	+$211K	0.05%	121
2023 Q3	–	Sell	-3,538	Closed	-$240K	–	141
2023 Q2	$240K	Sell	3,538 -574	-14%	-$37.6K	0.05%	125
2023 Q1	$312K	Buy	+4,112	New	+$265K	0.06%	100

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

DCP

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

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

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

DPCM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Inspirion Wealth Advisors's FOUR Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 3,538 shares — an estimated $313K sold.

Inspirion Wealth Advisors first reported a position in FOUR in Q1 2023 and held it in 10 quarters. The position peaked at $375K in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Inspirion Wealth Advisors reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Inspirion Wealth Advisors sold 3,538 Shift4 shares in Q4 2025, an estimated $313K.
Inspirion Wealth Advisors first reported a position in Shift4 in Q1 2023 and held it in 10 quarters.
Inspirion Wealth Advisors's Shift4 position peaked at $375K in Q4 2024.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.