Creative Planning
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Creative Planning’s Liberty Media Series A FWONA Stock Holding History

Creative Planning’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
Q1 		$3.34M Sell
42,821
-1,257
-3% -$101K ﹤0.01% 1488
2025
Q4 		$3.94M Buy
44,078
+2,875
+7% +$258K ﹤0.01% 1173
2025
Q3 		$3.92M Buy
41,203
+8,795
+27% +$803K ﹤0.01% 1019
2025
Q2 		$3.08M Buy
32,408
+13,768
+74% +$1.16M ﹤0.01% 1018
2025
Q1 		$1.52M Buy
18,640
+2,818
+18% +$240K ﹤0.01% 1388
2024
Q4 		$1.33M Buy
15,822
+3,754
+31% +$292K ﹤0.01% 1430
2024
Q3 		$863K Buy
12,068
+2,140
+22% +$150K ﹤0.01% 1632
2024
Q2 		$638K Buy
9,928
+5,383
+118% +$343K ﹤0.01% 1759
2024
Q1 		$267K Buy
+4,545
New +$274K ﹤0.01% 2348
2017
Q3 		– Sell
-401
Closed -$13K – 2556
2017
Q2 		$13K Buy
401
+57
+17% +$1.79K ﹤0.01% 3457
2017
Q1 		$11K Sell
344
-43
-11% -$1.29K ﹤0.01% 3518
2016
Q4 		$12K Sell
387
-33
-8% -$944 ﹤0.01% 3415
2016
Q3 		$12K Sell
420
-41
-9% -$899 ﹤0.01% 3390
2016
Q2 		$8K Sell
461
-1,791
-80% -$34.9K ﹤0.01% 3380
2016
Q1 		$58K Sell
2,252
-138
-6% -$3.35K ﹤0.01% 1991
2015
Q4 		$63K Sell
2,390
-109
-4% -$2.9K ﹤0.01% 1931
2015
Q3 		$60K Buy
+2,499
New +$62.2K ﹤0.01% 1909
2015
Q2 		– Sell
-2,484
Closed -$64K – 1779
2015
Q1 		$64K Sell
2,484
-581
-19% -$14.5K ﹤0.01% 1844
2014
Q4 		$73K Sell
3,065
-1,130
-27% -$26.7K ﹤0.01% 1737
2014
Q3 		$101K Sell
4,195
-6,264
-60% -$154K ﹤0.01% 1470
2014
Q2 		$254K Buy
10,459
+135
+1% +$3.1K ﹤0.01% 921
2014
Q1 		$240K Buy
10,324
+749
+8% +$17.9K ﹤0.01% 913
2013
Q4 		$249K Hold
9,575
– – ﹤0.01% 762
2013
Q3 		$250K Buy
9,575
+73
+0.8% +$1.83K 0.01% 675
2013
Q2 		$214K Buy
+9,502
New +$201K 0.01% 662

Other funds holding FWONA

LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Creative Planning's FWONA Position: Q1 2026 in Review

Creative Planning reduced its Liberty Media Series A (FWONA) stake by 2.9% in Q1 2026, selling an estimated $101K and leaving 42,821 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Creative Planning first reported a position in FWONA in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.94M in Q4 2025. 289 funds tracked by Wall St. Rank hold FWONA as of Q1 2026.

  • Creative Planning held 42,821 shares of Liberty Media Series A worth $3.34M as of Q1 2026.
  • Creative Planning sold 1,257 Liberty Media Series A shares in Q1 2026, an estimated $101K.
  • Liberty Media Series A made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1488 holding.
  • Creative Planning first reported a position in Liberty Media Series A in Q2 2013 and has held it in 25 quarters since.
  • Creative Planning's Liberty Media Series A position peaked at $3.94M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.