SWM
FOUR icon

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 $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.27B AUM 18.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Spire Wealth Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 512 shares — an estimated $39.6K sold.

Spire Wealth Management first reported a position in FOUR in Q1 2021 and held it in 16 quarters. The position peaked at $355K in Q1 2021. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Spire Wealth Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 512 Shift4 shares in Q4 2025, an estimated $39.6K.
  • Spire Wealth Management first reported a position in Shift4 in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's Shift4 position peaked at $355K in Q1 2021.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.