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Spartan Wealth Advisory Services LLC’s Shift4 FOUR Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.15M Buy
23,694
+4,633
+24% +$200K 0.09% 155
2026
Q1 		$834K Buy
+19,061
New +$1.05M 0.07% 170

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

Spartan Wealth Advisory Services LLC's FOUR Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Shift4 (FOUR) stake by 24% in Q2 2026, buying an estimated $200K and bringing the position to 23,694 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #155.

Spartan Wealth Advisory Services LLC first reported a position in FOUR in Q1 2026 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 23,694 shares of Shift4 worth $1.15M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 4,633 Shift4 shares in Q2 2026, an estimated $200K.
  • Shift4 made up 0.09% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #155 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Shift4 in Q1 2026 and has held it in 2 quarters since.
  • 330 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.