Unique Wealth Strategies’s Shift4 FOUR Stock Holding History

Unique Wealth Strategies’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 Q4	–	Sell	-7,015	Closed	-$543K	–	233
2025 Q3	$543K	Buy	+7,015	New	+$652K	0.21%	151
2025 Q2	–	Sell	-6,087	Closed	-$497K	–	215
2025 Q1	$497K	Buy	+6,087	New	+$627K	0.23%	136
2024 Q3	–	Sell	-88	Closed	-$5.81K	–	380
2024 Q2	$5.81K	Buy	+88	New	+$5.83K	﹤0.01%	379

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Unique Wealth Strategies's FOUR Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 7,015 shares — an estimated $543K sold.

Unique Wealth Strategies first reported a position in FOUR in Q2 2024 and held it in 3 quarters. The position peaked at $543K in Q3 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Unique Wealth Strategies reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 7,015 Shift4 shares in Q4 2025, an estimated $543K.
Unique Wealth Strategies first reported a position in Shift4 in Q2 2024 and held it in 3 quarters.
Unique Wealth Strategies's Shift4 position peaked at $543K in Q3 2025.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.