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Integrated Wealth Concepts’s Shift4 FOUR Stock Holding History

Integrated Wealth Concepts’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
Q2 		$19.6K Buy
+402
New +$17.4K ﹤0.01% 4111

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's FOUR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Shift4 (FOUR) in Q2 2026: 402 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #4111 among its holdings.

358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Integrated Wealth Concepts held 402 shares of Shift4 worth $19.6K as of Q2 2026.
  • Shift4 was a new Integrated Wealth Concepts position in Q2 2026.
  • Shift4 made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4111 holding.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.