TWD
FOUR icon

True Wealth Design’s Shift4 FOUR Stock Holding History

True Wealth Design’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 		$2.29K Buy
+47
New +$2.03K ﹤0.01% 1631
2025
Q4 		– Sell
-1
Closed -$78 – 2652
2025
Q3 		$78 Buy
+1
New +$93 ﹤0.01% 2500

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

True Wealth Design's FOUR Position: Q2 2026 in Review

True Wealth Design opened a new position in Shift4 (FOUR) in Q2 2026: 47 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #1631 among its holdings. This is a return to the name: True Wealth Design previously reported a position in FOUR as recently as Q3 2025.

True Wealth Design first reported a position in FOUR in Q3 2025 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • True Wealth Design held 47 shares of Shift4 worth $2.29K as of Q2 2026.
  • Shift4 was a new True Wealth Design position in Q2 2026.
  • Shift4 made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1631 holding.
  • True Wealth Design first reported a position in Shift4 in Q3 2025 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.