SHP Wealth Management’s Shift4 FOUR Stock Holding History

SHP 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
2026 Q2	–	Sell	-3	Closed	-$131	–	2021
2026 Q1	$131	Buy	+3	New	+$166	﹤0.01%	1763

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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 Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHP Wealth Management's FOUR Position: Q2 2026 in Review

SHP Wealth Management sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 3 shares — an estimated $131 sold.

SHP Wealth Management first reported a position in FOUR in Q1 2026 and held it in 1 quarter. The position peaked at $131 in Q1 2026. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

SHP Wealth Management reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 3 Shift4 shares in Q2 2026, an estimated $131.
SHP Wealth Management first reported a position in Shift4 in Q1 2026 and held it in 1 quarter.
SHP Wealth Management's Shift4 position peaked at $131 in Q1 2026.
359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.