Lido Advisors
FOUR icon

Lido Advisors’s Shift4 FOUR Stock Holding History

Lido 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
2026
Q1 		– Sell
-15,488
Closed -$1.2M – 2011
2025
Q4 		$1.2M Sell
15,488
-15,404
-50% -$1.09M ﹤0.01% 932
2025
Q3 		$2.39M Buy
30,892
+15,093
+96% +$1.4M 0.01% 636
2025
Q2 		$1.57M Buy
15,799
+282
+2% +$24.6K 0.01% 672
2025
Q1 		$1.27M Buy
+15,517
New +$1.6M 0.01% 674

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lido Advisors's FOUR Position: Q1 2026 in Review

Lido Advisors sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 15,488 shares — an estimated $1.2M sold.

Lido Advisors first reported a position in FOUR in Q1 2025 and held it in 4 quarters. The position peaked at $2.39M in Q3 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Lido Advisors reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 15,488 Shift4 shares in Q1 2026, an estimated $1.2M.
  • Lido Advisors first reported a position in Shift4 in Q1 2025 and held it in 4 quarters.
  • Lido Advisors's Shift4 position peaked at $2.39M in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.