Morgan Stanley
FOUR icon

Morgan Stanley’s Shift4 FOUR Stock Holding History

Morgan Stanley’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 		$30M Sell
615,940
-22,220
-3% -$960K ﹤0.01% 2725
2026
Q1 		$27.9M Sell
638,160
-463,511
-42% -$25.6M ﹤0.01% 2640
2025
Q4 		$69.4M Sell
1,101,671
-1,198,818
-52% -$84.7M ﹤0.01% 1766
2025
Q3 		$178M Buy
2,300,489
+178,288
+8% +$16.6M 0.01% 1003
2025
Q2 		$210M Sell
2,122,201
-232,285
-10% -$20.3M 0.01% 854
2025
Q1 		$192M Buy
2,354,486
+111,044
+5% +$11.4M 0.01% 867
2024
Q4 		$233M Buy
2,243,442
+452,503
+25% +$44.9M 0.02% 768
2024
Q3 		$159M Sell
1,790,939
-176,303
-9% -$13.4M 0.01% 950
2024
Q2 		$144M Buy
1,967,242
+275,819
+16% +$18.3M 0.01% 954
2024
Q1 		$112M Buy
1,691,423
+324,349
+24% +$24.4M 0.01% 1106
2023
Q4 		$102M Sell
1,367,074
-181,155
-12% -$10.8M 0.01% 1136
2023
Q3 		$85.7M Buy
1,548,229
+566,896
+58% +$34.6M 0.01% 1160
2023
Q2 		$66.6M Buy
981,333
+73,556
+8% +$4.82M 0.01% 1347
2023
Q1 		$68.8M Buy
907,777
+597,106
+192% +$38.5M 0.01% 1292
2022
Q4 		$17.4M Sell
310,671
-74,212
-19% -$3.51M ﹤0.01% 2489
2022
Q3 		$17.2M Buy
384,883
+50,377
+15% +$2.12M ﹤0.01% 2369
2022
Q2 		$11.1M Sell
334,506
-78,824
-19% -$3.72M ﹤0.01% 2975
2022
Q1 		$25.6M Sell
413,330
-151,478
-27% -$7.99M ﹤0.01% 1860
2021
Q4 		$32.7M Buy
564,808
+434,821
+335% +$27.6M ﹤0.01% 1677
2021
Q3 		$10.1M Sell
129,987
-6,204
-5% -$535K ﹤0.01% 2877
2021
Q2 		$12.8M Buy
136,191
+53,058
+64% +$5.01M ﹤0.01% 2692
2021
Q1 		$6.82M Buy
83,133
+2,397
+3% +$187K ﹤0.01% 3075
2020
Q4 		$6.09M Buy
80,736
+10,869
+16% +$650K ﹤0.01% 3046
2020
Q3 		$3.38M Buy
69,867
+48,122
+221% +$2.14M ﹤0.01% 3120
2020
Q2 		$772K Buy
+21,745
New +$794K ﹤0.01% 4358

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

Morgan Stanley's FOUR Position: Q2 2026 in Review

Morgan Stanley reduced its Shift4 (FOUR) stake by 3.5% in Q2 2026, selling an estimated $960K and leaving 615,940 shares worth $30M. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Morgan Stanley first reported a position in FOUR in Q2 2020 and has held it in 25 quarters since. The position peaked at $233M in Q4 2024. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Morgan Stanley held 615,940 shares of Shift4 worth $30M as of Q2 2026.
  • Morgan Stanley sold 22,220 Shift4 shares in Q2 2026, an estimated $960K.
  • Shift4 made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2725 holding.
  • Morgan Stanley first reported a position in Shift4 in Q2 2020 and has held it in 25 quarters since.
  • Morgan Stanley's Shift4 position peaked at $233M in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.