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Vermillion & White Wealth Management Group’s Shift4 FOUR Stock Holding History

Vermillion & White Wealth Management 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
2025
Q2 		– Sell
-34
Closed -$2.78K – 546
2025
Q1 		$2.78K Buy
+34
New +$3.5K ﹤0.01% 436

Other funds holding FOUR

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vermillion & White Wealth Management Group's FOUR Position: Q2 2025 in Review

Vermillion & White Wealth Management Group sold out of Shift4 (FOUR) in Q2 2025, closing a stake of 34 shares — an estimated $2.78K sold.

Vermillion & White Wealth Management Group first reported a position in FOUR in Q1 2025 and held it in 1 quarter. The position peaked at $2.78K in Q1 2025. 458 funds tracked by Wall St. Rank hold FOUR as of Q2 2025.

  • Vermillion & White Wealth Management Group reported no remaining Shift4 position as of Q2 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 34 Shift4 shares in Q2 2025, an estimated $2.78K.
  • Vermillion & White Wealth Management Group first reported a position in Shift4 in Q1 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Shift4 position peaked at $2.78K in Q1 2025.
  • 458 funds tracked by Wall St. Rank held Shift4 as of Q2 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2025, filed 13 Aug 2025.