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Savant Capital’s Shift4 FOUR Stock Holding History

Savant Capital’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
Q1 		– Sell
-4,584
Closed -$289K – 1527
2025
Q4 		$289K Sell
4,584
-31
-0.7% -$2.19K ﹤0.01% 1074
2025
Q3 		$357K Buy
4,615
+301
+7% +$28K ﹤0.01% 937
2025
Q2 		$428K Sell
4,314
-312
-7% -$27.2K ﹤0.01% 812
2025
Q1 		$378K Sell
4,626
-142
-3% -$14.6K ﹤0.01% 752
2024
Q4 		$495K Sell
4,768
-1,840
-28% -$183K ﹤0.01% 896
2024
Q3 		$585K Buy
6,608
+24
+0.4% +$1.82K ﹤0.01% 807
2024
Q2 		$483K Buy
6,584
+2
+0% +$133 ﹤0.01% 807
2024
Q1 		$435K Sell
6,582
-2,000
-23% -$150K 0.01% 775
2023
Q4 		$638K Buy
+8,582
New +$512K 0.01% 511

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM