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Schwartz Investment Counsel’s Shift4 FOUR Stock Holding History

Schwartz Investment Counsel’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 		$22.4M Buy
460,941
+15,250
+3% +$659K 0.74% 43
2026
Q1 		$19.5M Buy
445,691
+159,000
+55% +$8.78M 0.69% 49
2025
Q4 		$18.1M Buy
286,691
+161,691
+129% +$11.4M 0.63% 54
2025
Q3 		$9.68M Buy
+125,000
New +$11.6M 0.32% 71

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 $3.37T AUM 44.26% 1-Year Est. Return

Schwartz Investment Counsel's FOUR Position: Q2 2026 in Review

Schwartz Investment Counsel increased its Shift4 (FOUR) stake by 3.4% in Q2 2026, buying an estimated $659K and bringing the position to 460,941 shares worth $22.4M. The position accounts for 0.74% of the portfolio, ranked #43.

Schwartz Investment Counsel first reported a position in FOUR in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Schwartz Investment Counsel held 460,941 shares of Shift4 worth $22.4M as of Q2 2026.
  • Schwartz Investment Counsel bought 15,250 Shift4 shares in Q2 2026, an estimated $659K.
  • Shift4 made up 0.74% of Schwartz Investment Counsel's portfolio in Q2 2026, its #43 holding.
  • Schwartz Investment Counsel first reported a position in Shift4 in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.