Toth Financial Advisory’s Shift4 FOUR Stock Holding History

Toth Financial Advisory’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 Q3	–	Sell	-360	Closed	-$35.7K	–	787
2025 Q2	$35.7K	Hold	360	–	–	﹤0.01%	361
2025 Q1	$29.4K	Hold	360	–	–	﹤0.01%	356
2024 Q4	$37.4K	Hold	360	–	–	﹤0.01%	328
2024 Q3	$31.9K	Buy	+360	New	+$27.3K	﹤0.01%	335
2023 Q3	–	Sell	-22	Closed	-$1.5K	–	797
2023 Q2	$1.5K	Hold	22	–	–	﹤0.01%	684
2023 Q1	$1.67K	Buy	+22	New	+$1.42K	﹤0.01%	687

Other funds holding FOUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Toth Financial Advisory's FOUR Position: Q3 2025 in Review

Toth Financial Advisory sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 360 shares — an estimated $35.7K sold.

Toth Financial Advisory first reported a position in FOUR in Q1 2023 and held it in 6 quarters. The position peaked at $37.4K in Q4 2024. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

Toth Financial Advisory reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
Toth Financial Advisory sold 360 Shift4 shares in Q3 2025, an estimated $35.7K.
Toth Financial Advisory first reported a position in Shift4 in Q1 2023 and held it in 6 quarters.
Toth Financial Advisory's Shift4 position peaked at $37.4K in Q4 2024.
450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.