Neville Rodie & Shaw’s Shift4 FOUR Stock Holding History

Neville Rodie & Shaw’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
2025 Q4	–	Sell	-5,405	Closed	-$418K	–	249
2025 Q3	$418K	Sell	5,405 -25	-0.5%	-$2.32K	0.03%	182
2025 Q2	$538K	Buy	+5,430	New	+$473K	0.04%	170

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neville Rodie & Shaw's FOUR Position: Q4 2025 in Review

Neville Rodie & Shaw sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 5,405 shares — an estimated $418K sold.

Neville Rodie & Shaw first reported a position in FOUR in Q2 2025 and held it in 2 quarters. The position peaked at $538K in Q2 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Neville Rodie & Shaw reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Neville Rodie & Shaw sold 5,405 Shift4 shares in Q4 2025, an estimated $418K.
Neville Rodie & Shaw first reported a position in Shift4 in Q2 2025 and held it in 2 quarters.
Neville Rodie & Shaw's Shift4 position peaked at $538K in Q2 2025.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Neville Rodie & Shaw's 13F filing for Q4 2025, filed 6 Jan 2026.