Clearstead Advisors’s News Corp Class A NWSA Stock Holding History

Clearstead Advisors’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
2026 Q1	$3.39K	Sell	136 -947	-87%	-$23.5K	﹤0.01%	1793
2025 Q4	$28.3K	Sell	1,083 -3,231	-75%	-$84.8K	﹤0.01%	1606
2025 Q3	$132K	Buy	4,314 +762	+21%	+$22.6K	﹤0.01%	978
2025 Q2	$106K	Buy	3,552 +2,198	+162%	+$60.4K	﹤0.01%	1050
2025 Q1	$36.9K	Buy	+1,354	New	+$37.9K	﹤0.01%	1253
2024 Q1	–	Sell	-37	Closed	-$909	–	1609
2023 Q4	$909	Buy	+37	New	+$804	﹤0.01%	1412
2023 Q2	–	Sell	-200	Closed	-$3.45K	–	1421
2023 Q1	$3.45K	Hold	200	–	–	﹤0.01%	1064
2022 Q4	$3.64K	Hold	200	–	–	﹤0.01%	1018
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	1042
2022 Q2	$3K	Buy	+200	New	+$3.68K	﹤0.01%	1064
2021 Q3	–	Sell	-74	Closed	-$2K	–	1355
2021 Q2	$2K	Buy	+74	New	+$1.95K	﹤0.01%	1064

Other funds holding NWSA

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return