TCWM
FOUR icon

Total Clarity Wealth Management’s Shift4 FOUR Stock Holding History

Total Clarity 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
-5,945
Closed -$460K – 310
2025
Q3 		$460K Buy
+5,945
New +$553K 0.12% 173

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return

Total Clarity Wealth Management's FOUR Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 5,945 shares — an estimated $460K sold.

Total Clarity Wealth Management first reported a position in FOUR in Q3 2025 and held it in 1 quarter. The position peaked at $460K in Q3 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Total Clarity Wealth Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 5,945 Shift4 shares in Q4 2025, an estimated $460K.
  • Total Clarity Wealth Management first reported a position in Shift4 in Q3 2025 and held it in 1 quarter.
  • Total Clarity Wealth Management's Shift4 position peaked at $460K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.