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Shelton Capital Management’s Shift4 FOUR Stock Holding History

Shelton Capital Management’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
-2,456
Closed -$243K – 742
2025
Q2 		$243K Hold
2,456
– – 0.01% 582
2025
Q1 		$201K Hold
2,456
– – ﹤0.01% 668
2024
Q4 		$255K Buy
+2,456
New +$244K 0.01% 575

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 1-Year Est. Return

Shelton Capital Management's FOUR Position: Q3 2025 in Review

Shelton Capital Management sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 2,456 shares — an estimated $243K sold.

Shelton Capital Management first reported a position in FOUR in Q4 2024 and held it in 3 quarters. The position peaked at $255K in Q4 2024. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

  • Shelton Capital Management reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
  • Shelton Capital Management sold 2,456 Shift4 shares in Q3 2025, an estimated $243K.
  • Shelton Capital Management first reported a position in Shift4 in Q4 2024 and held it in 3 quarters.
  • Shelton Capital Management's Shift4 position peaked at $255K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Shelton Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.