PWAM
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Private Wealth Asset Management’s Shift4 FOUR Stock Holding History

Private Wealth Asset 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
-9
Closed -$735 – 1153
2025
Q1 		$735 Buy
+9
New +$927 ﹤0.01% 941

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

Private Wealth Asset Management's FOUR Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 9 shares — an estimated $735 sold.

Private Wealth Asset Management first reported a position in FOUR in Q1 2025 and held it in 1 quarter. The position peaked at $735 in Q1 2025. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 9 Shift4 shares in Q2 2025, an estimated $735.
  • Private Wealth Asset Management first reported a position in Shift4 in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Shift4 position peaked at $735 in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.