WA
FOUR icon

Whipplewood Advisors’s Shift4 FOUR Stock Holding History

Whipplewood Advisors’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
2026
Q2 		$340 Hold
7
– – ﹤0.01% 617
2026
Q1 		$306 Buy
+7
New +$386 ﹤0.01% 1013
2025
Q3 		– Sell
-7
Closed -$694 – 628
2025
Q2 		$694 Sell
7
-145
-95% -$12.6K ﹤0.01% 1076
2025
Q1 		$572 Buy
152
+145
+2,071% +$14.9K ﹤0.01% 1114
2024
Q4 		$726 Buy
+7
New +$695 ﹤0.01% 1066

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Whipplewood Advisors's FOUR Position: Q2 2026 in Review

Whipplewood Advisors held its Shift4 (FOUR) position steady in Q2 2026 at 7 shares worth $340. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Whipplewood Advisors first reported a position in FOUR in Q4 2024 and has held it in 5 quarters since. The position peaked at $726 in Q4 2024. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Shift4 worth $340 as of Q2 2026.
  • Whipplewood Advisors left its Shift4 share count unchanged in Q2 2026.
  • Shift4 made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #617 holding.
  • Whipplewood Advisors first reported a position in Shift4 in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Shift4 position peaked at $726 in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.