Asset Planning Inc
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Asset Planning Inc’s News Corp Class A NWSA Stock Holding History

Asset Planning Inc’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201 Hold
7
– – ﹤0.01% 324
2026
Q2 		$174 Hold
7
– – ﹤0.01% 332
2026
Q1 		$175 Hold
7
– – ﹤0.01% 297
2025
Q4 		$183 Hold
7
– – ﹤0.01% 292
2025
Q3 		$215 Hold
7
– – ﹤0.01% 290
2025
Q2 		$208 Hold
7
– – ﹤0.01% 286
2025
Q1 		$191 Hold
7
– – ﹤0.01% 300
2024
Q4 		$193 Buy
+7
New +$195 ﹤0.01% 313

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Metropolis Capital
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Yacktman Asset Management
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Invesco
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Dimensional Fund Advisors
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Asset Planning Inc's NWSA Position: Q3 2026 in Review

Asset Planning Inc held its News Corp Class A (NWSA) position steady in Q3 2026 at 7 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Asset Planning Inc first reported a position in NWSA in Q4 2024 and has held it in 8 quarters since. The position peaked at $215 in Q3 2025. 492 funds tracked by Wall St. Rank hold NWSA as of Q3 2026.

  • Asset Planning Inc held 7 shares of News Corp Class A worth $201 as of Q3 2026.
  • Asset Planning Inc left its News Corp Class A share count unchanged in Q3 2026.
  • News Corp Class A made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #324 holding.
  • Asset Planning Inc first reported a position in News Corp Class A in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's News Corp Class A position peaked at $215 in Q3 2025.
  • 492 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.