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Intentional Wealth Strategies’s Shift4 FOUR Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-112
Closed -$4.9K – 376
2026
Q1 		$4.9K Buy
+112
New +$6.18K ﹤0.01% 494

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

Intentional Wealth Strategies's FOUR Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 112 shares — an estimated $4.9K sold.

Intentional Wealth Strategies first reported a position in FOUR in Q1 2026 and held it in 1 quarter. The position peaked at $4.9K in Q1 2026. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 112 Shift4 shares in Q2 2026, an estimated $4.9K.
  • Intentional Wealth Strategies first reported a position in Shift4 in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Shift4 position peaked at $4.9K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.