UBS AM
FOUR icon

UBS AM’s Shift4 FOUR Stock Holding History

UBS AM’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 		$52.7M Sell
1,082,866
-50,447
-4% -$2.18M 0.01% 648
2026
Q1 		$49.6M Buy
1,133,313
+340,197
+43% +$18.8M 0.01% 625
2025
Q4 		$49.9M Buy
793,116
+600,463
+312% +$42.4M 0.01% 605
2025
Q3 		$14.9M Sell
192,653
-131,329
-41% -$12.2M ﹤0.01% 938
2025
Q2 		$32.1M Buy
323,982
+24,244
+8% +$2.11M 0.01% 857
2025
Q1 		$24.5M Buy
299,738
+7,534
+3% +$776K 0.01% 880
2024
Q4 		$30.3M Buy
292,204
+1,801
+0.6% +$179K 0.01% 798
2024
Q3 		$25.7M Sell
290,403
-12,131
-4% -$919K 0.01% 857
2024
Q2 		$22.2M Buy
302,534
+45,862
+18% +$3.04M 0.01% 829
2024
Q1 		$17M Buy
256,672
+758
+0.3% +$57K 0.01% 845
2023
Q4 		$19M Sell
255,914
-1,013
-0.4% -$60.4K 0.01% 779
2023
Q3 		$14.2M Sell
256,927
-45,500
-15% -$2.77M 0.01% 842
2023
Q2 		$22.9M Hold
302,427
– – 0.01% 739
2023
Q1 		$22.9M Sell
302,427
-7,278
-2% -$469K 0.01% 739
2022
Q4 		$17.3M Buy
309,705
+23,285
+8% +$1.1M 0.01% 791
2022
Q3 		$12.8M Sell
286,420
-44,929
-14% -$1.89M 0.01% 882
2022
Q2 		$11M Sell
331,349
-8,031
-2% -$379K 0.01% 929
2022
Q1 		$21M Buy
339,380
+22,318
+7% +$1.18M 0.01% 834
2021
Q4 		$18.4M Sell
317,062
-34,735
-10% -$2.21M 0.01% 919
2021
Q3 		$27.3M Sell
351,797
-4,274
-1% -$369K 0.01% 785
2021
Q2 		$33.4M Sell
356,071
-9,242
-3% -$872K 0.01% 746
2021
Q1 		$30M Sell
365,313
-529,340
-59% -$41.2M 0.01% 758
2020
Q4 		$67.5M Buy
894,653
+751,266
+524% +$44.9M 0.03% 502
2020
Q3 		$6.93M Sell
143,387
-6,613
-4% -$294K ﹤0.01% 1048
2020
Q2 		$5.33M Buy
+150,000
New +$5.48M ﹤0.01% 1092

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

UBS AM's FOUR Position: Q2 2026 in Review

UBS AM reduced its Shift4 (FOUR) stake by 4.5% in Q2 2026, selling an estimated $2.18M and leaving 1,082,866 shares worth $52.7M. The position accounts for 0.01% of the portfolio, ranked #648.

UBS AM first reported a position in FOUR in Q2 2020 and has held it in 25 quarters since. The position peaked at $67.5M in Q4 2020. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • UBS AM held 1,082,866 shares of Shift4 worth $52.7M as of Q2 2026.
  • UBS AM sold 50,447 Shift4 shares in Q2 2026, an estimated $2.18M.
  • Shift4 made up 0.01% of UBS AM's portfolio in Q2 2026, its #648 holding.
  • UBS AM first reported a position in Shift4 in Q2 2020 and has held it in 25 quarters since.
  • UBS AM's Shift4 position peaked at $67.5M in Q4 2020.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.