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MN Wealth Advisors’s Shift4 FOUR Stock Holding History

MN 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
2026
Q2 		$197K Buy
4,044
+270
+7% +$11.7K 0.08% 129
2026
Q1 		$165K Sell
3,774
-2,997
-44% -$165K 0.08% 119
2025
Q4 		$426K Sell
6,771
-1,194
-15% -$84.4K 0.22% 73
2025
Q3 		$616K Buy
7,965
+686
+9% +$63.8K 0.33% 62
2025
Q2 		$721K Buy
+7,279
New +$635K 0.42% 54

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

MN Wealth Advisors's FOUR Position: Q2 2026 in Review

MN Wealth Advisors increased its Shift4 (FOUR) stake by 7.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 4,044 shares worth $197K. The position accounts for 0.08% of the portfolio, ranked #129.

MN Wealth Advisors first reported a position in FOUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $721K in Q2 2025. 60 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • MN Wealth Advisors held 4,044 shares of Shift4 worth $197K as of Q2 2026.
  • MN Wealth Advisors bought 270 Shift4 shares in Q2 2026, an estimated $11.7K.
  • Shift4 made up 0.08% of MN Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • MN Wealth Advisors first reported a position in Shift4 in Q2 2025 and has held it in 5 quarters since.
  • MN Wealth Advisors's Shift4 position peaked at $721K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.