NewEdge Advisors’s Shift4 FOUR Stock Holding History

NewEdge 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	$629K	Buy	12,927 +5,660	+78%	+$245K	﹤0.01%	1990
2026 Q1	$318K	Sell	7,267 -107	-1%	-$5.91K	﹤0.01%	2302
2025 Q4	$464K	Buy	7,374 +1,852	+34%	+$131K	﹤0.01%	2026
2025 Q3	$427K	Buy	+5,522	New	+$513K	﹤0.01%	1932
2025 Q2	–	Sell	-5,983	Closed	-$489K	–	4046
2025 Q1	$489K	Sell	5,983 -13,991	-70%	-$1.44M	﹤0.01%	1598
2024 Q4	$2.07M	Sell	19,974 -1,396	-7%	-$139K	0.01%	817
2024 Q3	$1.89M	Sell	21,370 -9,170	-30%	-$695K	0.01%	815
2024 Q2	$2.24M	Buy	30,540 +17,260	+130%	+$1.14M	0.02%	706
2024 Q1	$877K	Buy	13,280 +13,240	+33,100%	+$996K	0.01%	1062
2023 Q4	$2.97K	Hold	40	–	–	﹤0.01%	3260
2023 Q3	$2.21K	Buy	+40	New	+$2.44K	﹤0.01%	3025
2023 Q1	–	Sell	-200	Closed	-$11.2K	–	3679
2022 Q4	$11.2K	Buy	+200	New	+$9.45K	﹤0.01%	2335

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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 Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's FOUR Position: Q2 2026 in Review

NewEdge Advisors increased its Shift4 (FOUR) stake by 78% in Q2 2026, buying an estimated $245K and bringing the position to 12,927 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

NewEdge Advisors first reported a position in FOUR in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.24M in Q2 2024. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

NewEdge Advisors held 12,927 shares of Shift4 worth $629K as of Q2 2026.
NewEdge Advisors bought 5,660 Shift4 shares in Q2 2026, an estimated $245K.
Shift4 made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1990 holding.
NewEdge Advisors first reported a position in Shift4 in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's Shift4 position peaked at $2.24M in Q2 2024.
360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.