Wellington Management Group
FOUR icon

Wellington Management Group’s Shift4 FOUR Stock Holding History

Wellington 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
Q1 		– Sell
-2,403
Closed -$216K – 1984
2024
Q4 		$216K Buy
+2,403
New +$239K ﹤0.01% 1900

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

Wellington Management Group's FOUR Position: Q1 2026 in Review

Wellington Management Group sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 206,680 shares — an estimated $13M sold.

Wellington Management Group first reported a position in FOUR in Q2 2020 and held it in 22 quarters. The position peaked at $430M in Q1 2023. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Wellington Management Group reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 206,680 Shift4 shares in Q1 2026, an estimated $13M.
  • Wellington Management Group first reported a position in Shift4 in Q2 2020 and held it in 22 quarters.
  • Wellington Management Group's Shift4 position peaked at $430M in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.