Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Shift4 FOUR Stock Holding History

Northwestern Mutual Wealth Management’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 		$18.5K Buy
380
+341
+874% +$14.7K ﹤0.01% 2909
2026
Q1 		$1.71K Sell
39
-33
-46% -$1.82K ﹤0.01% 3643
2025
Q4 		$4.53K Buy
72
+33
+85% +$2.33K ﹤0.01% 3251
2025
Q3 		$3.02K Sell
39
-560
-93% -$52.1K ﹤0.01% 3283
2025
Q2 		$59.4K Sell
599
-425
-42% -$37.1K ﹤0.01% 2185
2025
Q1 		$83.7K Buy
1,024
+698
+214% +$71.9K ﹤0.01% 1996
2024
Q4 		$33.8K Sell
326
-323
-50% -$32.1K ﹤0.01% 2327
2024
Q3 		$57.5K Buy
649
+118
+22% +$8.94K ﹤0.01% 2107
2024
Q2 		$39K Buy
531
+402
+312% +$26.6K ﹤0.01% 2176
2024
Q1 		$8.52K Buy
129
+103
+396% +$7.75K ﹤0.01% 2687
2023
Q4 		$1.93K Buy
26
+16
+160% +$954 ﹤0.01% 3061
2023
Q3 		$554 Buy
+10
New +$610 ﹤0.01% 3107
2023
Q2 		– Sell
-46
Closed -$3.49K – 3430
2023
Q1 		$3.49K Buy
+46
New +$2.96K ﹤0.01% 2844
2022
Q3 		– Sell
-5
Closed – – 3202
2022
Q2 		$0 Buy
+5
New +$236 ﹤0.01% 3274

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 $3.38T AUM 44.17% 1-Year Est. Return

Northwestern Mutual Wealth Management's FOUR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Shift4 (FOUR) stake by 874% in Q2 2026, buying an estimated $14.7K and bringing the position to 380 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Northwestern Mutual Wealth Management first reported a position in FOUR in Q2 2022 and has held it in 14 quarters since. The position peaked at $83.7K in Q1 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 380 shares of Shift4 worth $18.5K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 341 Shift4 shares in Q2 2026, an estimated $14.7K.
  • Shift4 made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2909 holding.
  • Northwestern Mutual Wealth Management first reported a position in Shift4 in Q2 2022 and has held it in 14 quarters since.
  • Northwestern Mutual Wealth Management's Shift4 position peaked at $83.7K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.