Beverly Hills Private Wealth’s News Corp Class B NWS Stock Holding History

Beverly Hills Private Wealth’s Portfolio NWS Stock Details NWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$408K	Sell	14,301 -5,355	-27%	-$151K	0.07%	218
2025 Q4	$582K	Sell	19,656 -56,089	-74%	-$1.67M	0.1%	161
2025 Q3	$2.62M	Sell	75,745 -37,101	-33%	-$1.25M	0.46%	60
2025 Q2	$3.87M	Buy	112,846 +4,284	+4%	+$136K	0.73%	30
2025 Q1	$3.3M	Buy	108,562 +7,769	+8%	+$246K	0.65%	39
2024 Q4	$3.07M	Buy	100,793 +5,755	+6%	+$174K	0.62%	40
2024 Q3	$2.66M	Buy	95,038 +31,167	+49%	+$879K	0.54%	48
2024 Q2	$1.81M	Buy	63,871 +20,907	+49%	+$556K	0.39%	69
2024 Q1	$1.16M	Buy	42,964 +19,768	+85%	+$522K	0.27%	93
2023 Q4	$597K	Buy	+23,196	New	+$525K	0.16%	144

Other funds holding NWS

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

SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return