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BSW Wealth Partners’s Fox Class B FOX Stock Holding History

BSW Wealth Partners’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
2025
Q3 		– Sell
-4,678
Closed -$242K – 337
2025
Q2 		$242K Sell
4,678
-56
-1% -$2.73K 0.03% 280
2025
Q1 		$250K Buy
+4,734
New +$235K 0.04% 257

Other funds holding FOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BSW Wealth Partners's FOX Position: Q3 2025 in Review

BSW Wealth Partners sold out of Fox Class B (FOX) in Q3 2025, closing a stake of 4,678 shares — an estimated $242K sold.

BSW Wealth Partners first reported a position in FOX in Q1 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2025. 512 funds tracked by Wall St. Rank hold FOX as of Q3 2025.

  • BSW Wealth Partners reported no remaining Fox Class B position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 4,678 Fox Class B shares in Q3 2025, an estimated $242K.
  • BSW Wealth Partners first reported a position in Fox Class B in Q1 2025 and held it in 2 quarters.
  • BSW Wealth Partners's Fox Class B position peaked at $250K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Fox Class B as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.