Bruce G. Allen Investments’s News Corp Class B NWS Stock Holding History

Bruce G. Allen Investments’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	$371	Hold	13	–	–	﹤0.01%	1011
2025 Q4	$385	Hold	13	–	–	﹤0.01%	1005
2025 Q3	$449	Hold	13	–	–	﹤0.01%	981
2025 Q2	$446	Hold	13	–	–	﹤0.01%	974
2025 Q1	$395	Hold	13	–	–	﹤0.01%	983
2024 Q4	$396	Hold	13	–	–	﹤0.01%	999
2024 Q3	$363	Hold	13	–	–	﹤0.01%	1012
2024 Q2	$369	Hold	13	–	–	﹤0.01%	887
2024 Q1	$352	Hold	13	–	–	﹤0.01%	885
2023 Q4	$334	Buy	+13	New	+$294	﹤0.01%	936

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