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Cassaday & Co Wealth Management’s Liberty Media Series A FWONA Stock Holding History

Cassaday & Co Wealth Management’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2K Sell
276
-5
-2% -$411 ﹤0.01% 745
2026
Q1 		$21.9K Buy
+281
New +$22.5K ﹤0.01% 770

Other funds holding FWONA

LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cassaday & Co Wealth Management's FWONA Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Liberty Media Series A (FWONA) stake by 1.8% in Q2 2026, selling an estimated $411 and leaving 276 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Cassaday & Co Wealth Management first reported a position in FWONA in Q1 2026 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

  • Cassaday & Co Wealth Management held 276 shares of Liberty Media Series A worth $24.2K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 5 Liberty Media Series A shares in Q2 2026, an estimated $411.
  • Liberty Media Series A made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #745 holding.
  • Cassaday & Co Wealth Management first reported a position in Liberty Media Series A in Q1 2026 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.