Wealth Enhancement Advisory Services
FOUR icon

Wealth Enhancement Advisory Services’s Shift4 FOUR Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-300
Closed -$4.21K – 3008
2024
Q3 		$4.21K Sell
300
-200
-40% -$15.2K ﹤0.01% 2754
2024
Q2 		$5.46K Buy
+500
New +$33.1K ﹤0.01% 2540

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Enhancement Advisory Services's FOUR Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 4,304 shares — an estimated $284K sold.

Wealth Enhancement Advisory Services first reported a position in FOUR in Q1 2024 and held it in 7 quarters. The position peaked at $1.24M in Q4 2024. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,304 Shift4 shares in Q1 2026, an estimated $284K.
  • Wealth Enhancement Advisory Services first reported a position in Shift4 in Q1 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Shift4 position peaked at $1.24M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.