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FOUR icon

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
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 – 4047
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 $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM