SWM
FOUR icon

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
Q1 		$131 Buy
+3
New +$166 ﹤0.01% 1763

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHP Wealth Management's FOUR Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Shift4 (FOUR) in Q1 2026: 3 shares worth $131. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings.

353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • SHP Wealth Management held 3 shares of Shift4 worth $131 as of Q1 2026.
  • Shift4 was a new SHP Wealth Management position in Q1 2026.
  • Shift4 made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1763 holding.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.