Atlantic Private Wealth’s Fox Class A FOXA Stock Holding History

Atlantic Private Wealth’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
2025 Q3	–	Sell	-29	Closed	-$1.63K	–	241
2025 Q2	$1.63K	Buy	+29	New	+$1.53K	﹤0.01%	221

Other funds holding FOXA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Private Wealth's FOXA Position: Q3 2025 in Review

Atlantic Private Wealth sold out of Fox Class A (FOXA) in Q3 2025, closing a stake of 29 shares — an estimated $1.63K sold.

Atlantic Private Wealth first reported a position in FOXA in Q2 2025 and held it in 1 quarter. The position peaked at $1.63K in Q2 2025. 717 funds tracked by Wall St. Rank hold FOXA as of Q3 2025.

Atlantic Private Wealth reported no remaining Fox Class A position as of Q3 2025 after selling out during the quarter.
Atlantic Private Wealth sold 29 Fox Class A shares in Q3 2025, an estimated $1.63K.
Atlantic Private Wealth first reported a position in Fox Class A in Q2 2025 and held it in 1 quarter.
Atlantic Private Wealth's Fox Class A position peaked at $1.63K in Q2 2025.
717 funds tracked by Wall St. Rank held Fox Class A as of Q3 2025.

Based on Atlantic Private Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.