NewSquare Capital’s Shift4 FOUR Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-41	Closed	-$4.06K	–	565
2025 Q2	$4.06K	Buy	41 +33	+413%	+$2.88K	﹤0.01%	848
2025 Q1	$654	Buy	+8	New	+$824	﹤0.01%	982

Other funds holding FOUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NewSquare Capital's FOUR Position: Q3 2025 in Review

NewSquare Capital sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 41 shares — an estimated $4.06K sold.

NewSquare Capital first reported a position in FOUR in Q1 2025 and held it in 2 quarters. The position peaked at $4.06K in Q2 2025. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

NewSquare Capital reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 41 Shift4 shares in Q3 2025, an estimated $4.06K.
NewSquare Capital first reported a position in Shift4 in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Shift4 position peaked at $4.06K in Q2 2025.
450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.