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Spire Wealth Management’s Shift4 FOUR Stock Holding History

Spire 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
-512
Closed -$39.6K – 2372
2025
Q3 		$39.6K Hold
512
– – ﹤0.01% 1311
2025
Q2 		$50.7K Sell
512
-500
-49% -$43.6K ﹤0.01% 1186
2025
Q1 		$82.7K Buy
1,012
+196
+24% +$20.2K ﹤0.01% 1111
2024
Q4 		$84.7K Hold
816
– – ﹤0.01% 1095
2024
Q3 		$72.3K Buy
816
+800
+5,000% +$60.6K ﹤0.01% 1021
2024
Q2 		$1.17K Buy
+16
New +$1.06K ﹤0.01% 2098
2024
Q1 		– Sell
-172
Closed -$12.9K – 2344
2023
Q4 		$12.9K Sell
172
-1,206
-88% -$71.9K ﹤0.01% 1675
2023
Q3 		$76.3K Sell
1,378
-1,473
-52% -$89.8K ﹤0.01% 1031
2023
Q2 		$194K Sell
2,851
-486
-15% -$31.9K 0.01% 725
2023
Q1 		$253K Buy
3,337
+2,972
+814% +$191K 0.01% 657
2022
Q4 		$20K Hold
365
– – ﹤0.01% 1362
2022
Q3 		$16K Sell
365
-25
-6% -$1.05K ﹤0.01% 1405
2022
Q2 		$13K Buy
+390
New +$18.4K ﹤0.01% 1830
2022
Q1 		– Sell
-523
Closed -$30K – 2651
2021
Q4 		$30K Buy
+523
New +$33.2K ﹤0.01% 1947
2021
Q3 		– Sell
-3,700
Closed -$347K – 2598
2021
Q2 		$347K Sell
3,700
-600
-14% -$56.6K 0.01% 724
2021
Q1 		$355K Buy
+4,300
New +$335K 0.01% 790

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 $5.7T 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 $564B 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