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FOUR icon

Oppenheimer & Co’s Shift4 FOUR Stock Holding History

Oppenheimer & Co’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 		$674K Buy
15,405
+2,822
+22% +$156K 0.01% 1059
2025
Q4 		$792K Buy
12,583
+401
+3% +$28.3K 0.01% 891
2025
Q3 		$943K Buy
12,182
+2,095
+21% +$195K 0.01% 919
2025
Q2 		$1,000K Sell
10,087
-27,361
-73% -$2.39M 0.01% 854
2025
Q1 		$3.06M Sell
37,448
-2,823
-7% -$291K 0.05% 423
2024
Q4 		$4.18M Buy
40,271
+2,691
+7% +$267K 0.06% 330
2024
Q3 		$3.33M Buy
37,580
+7,905
+27% +$599K 0.05% 386
2024
Q2 		$2.18M Buy
+29,675
New +$1.97M 0.03% 513
2023
Q2 		– Sell
-8,912
Closed -$676K – 1437
2023
Q1 		$676K Buy
+8,912
New +$574K 0.01% 836

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