Sachetta’s Shift4 FOUR Stock Holding History

Sachetta’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	-14	Closed	-$613	–	1104
2026 Q1	$613	Buy	14 +9	+180%	+$497	﹤0.01%	1013
2025 Q4	$315	Hold	5	–	–	﹤0.01%	997
2025 Q3	$387	Hold	5	–	–	﹤0.01%	1034
2025 Q2	$496	Hold	5	–	–	﹤0.01%	1045
2025 Q1	$409	Hold	5	–	–	﹤0.01%	1056
2024 Q4	$519	Hold	5	–	–	﹤0.01%	1093
2024 Q3	$443	Sell	5 -21	-81%	-$1.59K	﹤0.01%	1149
2024 Q2	$1.79K	Buy	26 +21	+420%	+$1.39K	﹤0.01%	868
2024 Q1	$372	Hold	5	–	–	﹤0.01%	1091
2023 Q4	$372	Buy	+5	New	+$298	﹤0.01%	1091

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return