Osaic Holdings
FOUR icon

Osaic Holdings’s Shift4 FOUR Stock Holding History

Osaic Holdings’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 		$430 Hold
1
– – ﹤0.01% 7464
2025
Q4 		$1.61K Hold
1
– – ﹤0.01% 7152
2025
Q3 		$3.85K Buy
+1
New +$93 ﹤0.01% 6890
2023
Q3 		– Sell
-1
Closed -$1.2K – 7437
2023
Q2 		$1.2K Sell
1
-4
-80% -$262 ﹤0.01% 6824
2023
Q1 		$2.25K Buy
+5
New +$322 ﹤0.01% 6659

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B 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

Osaic Holdings's FOUR Position: Q1 2026 in Review

Osaic Holdings reduced its Shift4 (FOUR) stake by 11% in Q1 2026, selling an estimated $28.7K and leaving 4,281 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #4203.

Osaic Holdings first reported a position in FOUR in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.97M in Q1 2025. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Osaic Holdings held 4,281 shares of Shift4 worth $187K as of Q1 2026.
  • Osaic Holdings sold 520 Shift4 shares in Q1 2026, an estimated $28.7K.
  • Shift4 made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4203 holding.
  • Osaic Holdings first reported a position in Shift4 in Q2 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Shift4 position peaked at $8.97M in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.