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Rothschild Investment LLC’s Shift4 FOUR Stock Holding History

Rothschild Investment LLC’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
Q2 		– Sell
-12
Closed -$525 – 3675
2026
Q1 		$525 Buy
12
+2
+20% +$110 ﹤0.01% 3111
2025
Q4 		$630 Sell
10
-160
-94% -$11.3K ﹤0.01% 2855
2025
Q3 		$13.2K Buy
+170
New +$15.8K ﹤0.01% 1353
2024
Q3 		– Sell
-35
Closed -$2.57K – 2931
2024
Q2 		$2.57K Buy
+35
New +$2.32K ﹤0.01% 1320

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's FOUR Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 12 shares — an estimated $525 sold.

Rothschild Investment LLC first reported a position in FOUR in Q2 2024 and held it in 4 quarters. The position peaked at $13.2K in Q3 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 12 Shift4 shares in Q2 2026, an estimated $525.
  • Rothschild Investment LLC first reported a position in Shift4 in Q2 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Shift4 position peaked at $13.2K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.