Oliver Lagore Vanvalin Investment Group’s Shift4 FOUR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$8.17K	Buy	+100	New	+$8.72K	﹤0.01%	442
2024 Q4	$10.4K	Hold	100	–	–	﹤0.01%	440
2024 Q3	$8.86K	Hold	100	–	–	﹤0.01%	443
2024 Q2	$7.33K	Hold	100	–	–	﹤0.01%	453
2024 Q1	$6.61K	Hold	100	–	–	﹤0.01%	468
2023 Q4	$7.43K	Hold	100	–	–	﹤0.01%	466
2023 Q3	$5.54K	Hold	100	–	–	﹤0.01%	535
2023 Q2	$6.79K	Hold	100	–	–	﹤0.01%	535
2023 Q1	$7.58K	Hold	100	–	–	﹤0.01%	430
2022 Q4	$5.59K	Hold	100	–	–	﹤0.01%	449
2022 Q3	$4K	Sell	100 -64	-39%	-$2.69K	﹤0.01%	454
2022 Q2	$5K	Hold	164	–	–	﹤0.01%	413
2022 Q1	$10K	Buy	+164	New	+$8.65K	0.01%	333

Other funds holding FOUR

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FOUR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Shift4 (FOUR) in Q2 2025: 100 shares worth $8.17K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FOUR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FOUR in Q1 2022 and has held it in 13 quarters since. The position peaked at $10.4K in Q4 2024. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 100 shares of Shift4 worth $8.17K as of Q2 2025.
Shift4 was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Shift4 made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #442 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Shift4 in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Shift4 position peaked at $10.4K in Q4 2024.
458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.