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New Age Alpha Advisors’s Shift4 FOUR Stock Holding History

New Age Alpha 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 		$488K Sell
10,032
-218
-2% -$9.42K 0.02% 621
2026
Q1 		$448K Sell
10,250
-239
-2% -$13.2K 0.02% 520
2025
Q4 		$660K Sell
10,489
-4,338
-29% -$306K 0.03% 450
2025
Q3 		$1.15M Sell
14,827
-422
-3% -$39.2K 0.05% 402
2025
Q2 		$1.51M Buy
+15,249
New +$1.33M 0.07% 359

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

New Age Alpha Advisors's FOUR Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Shift4 (FOUR) stake by 2.1% in Q2 2026, selling an estimated $9.42K and leaving 10,032 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #621.

New Age Alpha Advisors first reported a position in FOUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2025. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • New Age Alpha Advisors held 10,032 shares of Shift4 worth $488K as of Q2 2026.
  • New Age Alpha Advisors sold 218 Shift4 shares in Q2 2026, an estimated $9.42K.
  • Shift4 made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #621 holding.
  • New Age Alpha Advisors first reported a position in Shift4 in Q2 2025 and has held it in 5 quarters since.
  • New Age Alpha Advisors's Shift4 position peaked at $1.51M in Q2 2025.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.