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Sanctuary Advisors’s Shift4 FOUR Stock Holding History

Sanctuary Advisors’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
Q3 		– Sell
-2,051
Closed -$203K – 2461
2025
Q2 		$203K Buy
+2,051
New +$179K ﹤0.01% 2169
2025
Q1 		– Sell
-1,652
Closed -$201K – 2270
2024
Q4 		$201K Sell
1,652
-253
-13% -$25.1K ﹤0.01% 2248
2024
Q3 		$209K Buy
+1,905
New +$144K ﹤0.01% 2203

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sanctuary Advisors's FOUR Position: Q3 2025 in Review

Sanctuary Advisors sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 2,051 shares — an estimated $203K sold.

Sanctuary Advisors first reported a position in FOUR in Q3 2024 and held it in 3 quarters. The position peaked at $209K in Q3 2024. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Sanctuary Advisors reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 2,051 Shift4 shares in Q3 2025, an estimated $203K.
  • Sanctuary Advisors first reported a position in Shift4 in Q3 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Shift4 position peaked at $209K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.