UBS Group
FOUR icon

UBS Group’s Shift4 FOUR Stock Holding History

UBS Group’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 		$50.4M Sell
1,035,766
-1,115,202
-52% -$48.2M 0.01% 1737
2026
Q1 		$94.1M Buy
2,150,968
+71,259
+3% +$3.93M 0.01% 1102
2025
Q4 		$131M Buy
2,079,709
+90,183
+5% +$6.37M 0.02% 825
2025
Q3 		$154M Sell
1,989,526
-381,009
-16% -$35.4M 0.02% 732
2025
Q2 		$235M Buy
2,370,535
+1,367,995
+136% +$119M 0.04% 467
2025
Q1 		$81.9M Buy
1,002,540
+384,743
+62% +$39.6M 0.02% 1063
2024
Q4 		$64.1M Buy
617,797
+501,719
+432% +$49.8M 0.01% 1243
2024
Q3 		$10.3M Buy
116,078
+36,303
+46% +$2.75M ﹤0.01% 2339
2024
Q2 		$5.85M Buy
79,775
+55
+0.1% +$3.65K ﹤0.01% 2705
2024
Q1 		$5.27M Buy
79,720
+34,813
+78% +$2.62M ﹤0.01% 2913
2023
Q4 		$3.34M Sell
44,907
-1,094
-2% -$65.3K ﹤0.01% 3223
2023
Q3 		$2.55M Sell
46,001
-20,581
-31% -$1.25M ﹤0.01% 3204
2023
Q2 		$4.52M Buy
66,582
+20,819
+45% +$1.36M ﹤0.01% 2697
2023
Q1 		$3.47M Buy
45,763
+17,586
+62% +$1.13M ﹤0.01% 2863
2022
Q4 		$1.58M Sell
28,177
-14,416
-34% -$681K ﹤0.01% 3619
2022
Q3 		$1.9M Buy
42,593
+35,484
+499% +$1.49M ﹤0.01% 3200
2022
Q2 		$235K Sell
7,109
-545
-7% -$25.7K ﹤0.01% 4786
2022
Q1 		$473K Sell
7,654
-1,033
-12% -$54.5K ﹤0.01% 4738
2021
Q4 		$503K Sell
8,687
-2,009
-19% -$128K ﹤0.01% 4977
2021
Q3 		$830K Sell
10,696
-6,544
-38% -$564K ﹤0.01% 4346
2021
Q2 		$1.62M Buy
17,240
+1,696
+11% +$160K ﹤0.01% 3764
2021
Q1 		$1.27M Sell
15,544
-1,543
-9% -$120K ﹤0.01% 4009
2020
Q4 		$1.29M Buy
17,087
+7,924
+86% +$474K ﹤0.01% 3809
2020
Q3 		$443K Buy
9,163
+5,031
+122% +$223K ﹤0.01% 4286
2020
Q2 		$147K Buy
+4,132
New +$151K ﹤0.01% 5022

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 Group's FOUR Position: Q2 2026 in Review

UBS Group reduced its Shift4 (FOUR) stake by 52% in Q2 2026, selling an estimated $48.2M and leaving 1,035,766 shares worth $50.4M. The position accounts for 0.01% of the portfolio, ranked #1737.

UBS Group first reported a position in FOUR in Q2 2020 and has held it in 25 quarters since. The position peaked at $235M in Q2 2025. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • UBS Group held 1,035,766 shares of Shift4 worth $50.4M as of Q2 2026.
  • UBS Group sold 1,115,202 Shift4 shares in Q2 2026, an estimated $48.2M.
  • Shift4 made up 0.01% of UBS Group's portfolio in Q2 2026, its #1737 holding.
  • UBS Group first reported a position in Shift4 in Q2 2020 and has held it in 25 quarters since.
  • UBS Group's Shift4 position peaked at $235M in Q2 2025.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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