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
Q3 		$1.7K Hold
47
– – ﹤0.01% 1735
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's FOUR Position: Q3 2026 in Review

True Wealth Design held its Shift4 (FOUR) position steady in Q3 2026 at 47 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

True Wealth Design first reported a position in FOUR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.29K in Q2 2026. 24 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • True Wealth Design held 47 shares of Shift4 worth $1.7K as of Q3 2026.
  • True Wealth Design left its Shift4 share count unchanged in Q3 2026.
  • Shift4 made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1735 holding.
  • True Wealth Design first reported a position in Shift4 in Q3 2025 and has held it in 3 quarters since.
  • True Wealth Design's Shift4 position peaked at $2.29K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.