AWM
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Axxcess Wealth Management’s News Corp Class A NWSA Stock Holding History

Axxcess Wealth Management’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
2025
Q3 		– Sell
-18,256
Closed -$543K – 950
2025
Q2 		$543K Buy
18,256
+250
+1% +$6.87K 0.01% 571
2025
Q1 		$490K Buy
18,006
+3,000
+20% +$83.9K 0.01% 565
2024
Q4 		$413K Buy
15,006
+3,000
+25% +$83.6K 0.01% 591
2024
Q3 		$320K Hold
12,006
– – 0.01% 673
2024
Q2 		$331K Hold
12,006
– – 0.01% 625
2024
Q1 		$314K Hold
12,006
– – 0.01% 652
2023
Q4 		$295K Hold
12,006
– – 0.01% 649
2023
Q3 		$241K Hold
12,006
– – 0.01% 668
2023
Q2 		$234K Hold
12,006
– – 0.02% 520
2023
Q1 		$207K Hold
12,006
– – 0.02% 583
2022
Q4 		$219K Buy
+12,006
New +$209K 0.02% 529

Other funds holding NWSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return