WBH Advisory’s Shift4 FOUR Stock Holding History

WBH Advisory’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 Q3	–	Sell	-2,035	Closed	-$202K	–	347
2025 Q2	$202K	Buy	+2,035	New	+$177K	0.02%	330
2025 Q1	–	Sell	-2,035	Closed	-$211K	–	331
2024 Q4	$211K	Buy	+2,035	New	+$202K	0.02%	309

Other funds holding FOUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WBH Advisory's FOUR Position: Q3 2025 in Review

WBH Advisory sold out of Shift4 (FOUR) in Q3 2025, closing a stake of 2,035 shares — an estimated $202K sold.

WBH Advisory first reported a position in FOUR in Q4 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 450 funds tracked by Wall St. Rank hold FOUR as of Q3 2025.

WBH Advisory reported no remaining Shift4 position as of Q3 2025 after selling out during the quarter.
WBH Advisory sold 2,035 Shift4 shares in Q3 2025, an estimated $202K.
WBH Advisory first reported a position in Shift4 in Q4 2024 and held it in 2 quarters.
WBH Advisory's Shift4 position peaked at $211K in Q4 2024.
450 funds tracked by Wall St. Rank held Shift4 as of Q3 2025.

Based on WBH Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.