SWM
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Shelton Wealth Management’s Shift4 FOUR Stock Holding History

Shelton Wealth 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
Q4 		– Sell
-16,341
Closed -$1.26M – 173
2025
Q3 		$1.26M Buy
16,341
+899
+6% +$83.6K 0.57% 59
2025
Q2 		$1.53M Buy
+15,442
New +$1.35M 0.74% 38

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shelton Wealth Management's FOUR Position: Q4 2025 in Review

Shelton Wealth Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 16,341 shares — an estimated $1.26M sold.

Shelton Wealth Management first reported a position in FOUR in Q2 2025 and held it in 2 quarters. The position peaked at $1.53M in Q2 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Shelton Wealth Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 16,341 Shift4 shares in Q4 2025, an estimated $1.26M.
  • Shelton Wealth Management first reported a position in Shift4 in Q2 2025 and held it in 2 quarters.
  • Shelton Wealth Management's Shift4 position peaked at $1.53M in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Shelton Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.