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Parkworth Wealth Management’s Shift4 FOUR Stock Holding History

Parkworth 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
2025
Q2 		– Sell
-1
Closed -$82 – 1369
2025
Q1 		$82 Hold
1
– – ﹤0.01% 992
2024
Q4 		$104 Buy
+1
New +$99 ﹤0.01% 968

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Parkworth Wealth Management's FOUR Position: Q2 2025 in Review

Parkworth Wealth Management sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 1 share — an estimated $82 sold.

Parkworth Wealth Management first reported a position in FOUR in Q4 2024 and held it in 2 quarters. The position peaked at $104 in Q4 2024. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Parkworth Wealth Management reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 1 Shift4 share in Q2 2025, an estimated $82.
  • Parkworth Wealth Management first reported a position in Shift4 in Q4 2024 and held it in 2 quarters.
  • Parkworth Wealth Management's Shift4 position peaked at $104 in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.