Atria Investments’s Fox Class B FOX Stock Holding History

Atria Investments’s Portfolio FOX Stock Details FOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Sell	4,122 -2,177	-35%	-$126K	﹤0.01%	1938
2025 Q4	$409K	Buy	+6,299	New	+$368K	﹤0.01%	1562
2025 Q3	–	Sell	-5,471	Closed	-$282K	–	2062
2025 Q2	$282K	Buy	+5,471	New	+$266K	﹤0.01%	1744
2024 Q3	–	Sell	-8,848	Closed	-$283K	–	1950
2024 Q2	$283K	Buy	+8,848	New	+$267K	﹤0.01%	1624

Other funds holding FOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

IFP

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

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

Atria Investments's FOX Position: Q1 2026 in Review

Atria Investments reduced its Fox Class B (FOX) stake by 35% in Q1 2026, selling an estimated $126K and leaving 4,122 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Atria Investments first reported a position in FOX in Q2 2024 and has held it in 4 quarters since. The position peaked at $409K in Q4 2025. 528 funds tracked by Wall St. Rank hold FOX as of Q1 2026.

Atria Investments held 4,122 shares of Fox Class B worth $219K as of Q1 2026.
Atria Investments sold 2,177 Fox Class B shares in Q1 2026, an estimated $126K.
Fox Class B made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1938 holding.
Atria Investments first reported a position in Fox Class B in Q2 2024 and has held it in 4 quarters since.
Atria Investments's Fox Class B position peaked at $409K in Q4 2025.
528 funds tracked by Wall St. Rank held Fox Class B as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.