AE Wealth Management’s Fox Class A FOXA Stock Holding History

AE Wealth Management’s Portfolio FOXA Stock Details FOXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$237K	Buy	4,058 +355	+10%	+$22.6K	﹤0.01%	1521
2025 Q4	$271K	Buy	+3,703	New	+$242K	﹤0.01%	1362
2024 Q1	–	Sell	-9,398	Closed	-$303K	–	1447
2023 Q4	$303K	Buy	+9,398	New	+$284K	﹤0.01%	1694
2023 Q3	–	Sell	-5,919	Closed	-$201K	–	1995
2023 Q2	$201K	Buy	+5,919	New	+$194K	﹤0.01%	1749
2022 Q4	–	Sell	-6,777	Closed	-$208K	–	1842
2022 Q3	$208K	Buy	6,777 +550	+9%	+$18.6K	﹤0.01%	1603
2022 Q2	$200K	Buy	6,227 +298	+5%	+$10.5K	﹤0.01%	1601
2022 Q1	$234K	Sell	5,929 -359	-6%	-$14.6K	﹤0.01%	1527
2021 Q4	$232K	Buy	6,288 +327	+5%	+$12.9K	﹤0.01%	1545
2021 Q3	$239K	Buy	5,961 +12	+0.2%	+$442	﹤0.01%	1461
2021 Q2	$221K	Buy	5,949 +218	+4%	+$8.18K	﹤0.01%	1464
2021 Q1	$207K	Buy	+5,731	New	+$201K	﹤0.01%	1395
2020 Q1	–	Sell	-6,144	Closed	-$228K	–	1166
2019 Q4	$228K	Buy	+6,144	New	+$210K	0.01%	1023
2019 Q3	–	Sell	-5,507	Closed	-$202K	–	1013
2019 Q2	$202K	Buy	+5,507	New	+$202K	0.01%	899

Other funds holding FOXA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return