MV Capital Management’s Shift4 FOUR Stock Holding History

MV Capital Management’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 Q3	$760	Sell	21 -36	-63%	-$1.66K	﹤0.01%	959
2026 Q2	$2.77K	Buy	57 +56	+5,600%	+$2.42K	﹤0.01%	738
2026 Q1	$44	Buy	+1	New	+$55	﹤0.01%	1175
2025 Q2	–	Sell	-1	Closed	-$82	–	1092
2025 Q1	$82	Hold	1	–	–	﹤0.01%	998
2024 Q4	$104	Hold	1	–	–	﹤0.01%	955
2024 Q3	$89	Hold	1	–	–	﹤0.01%	968
2024 Q2	$74	Buy	+1	New	+$66	﹤0.01%	923

Other funds holding FOUR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Emeth Value Capital New Orleans, Louisiana $24.1M AUM 37.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MV Capital Management's FOUR Position: Q3 2026 in Review

MV Capital Management reduced its Shift4 (FOUR) stake by 63% in Q3 2026, selling an estimated $1.66K and leaving 21 shares worth $760. The position accounts for ﹤0.01% of the portfolio, ranked #959.

MV Capital Management first reported a position in FOUR in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.77K in Q2 2026. 166 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

MV Capital Management held 21 shares of Shift4 worth $760 as of Q3 2026.
MV Capital Management sold 36 Shift4 shares in Q3 2026, an estimated $1.66K.
Shift4 made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #959 holding.
MV Capital Management first reported a position in Shift4 in Q2 2024 and has held it in 7 quarters since.
MV Capital Management's Shift4 position peaked at $2.77K in Q2 2026.
166 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.