Creative Planning
FWONK icon

Creative Planning’s Liberty Media Series C FWONK Stock Holding History

Creative Planning’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
11,954
+3,909
+49% +$350K ﹤0.01% 2537
2026
Q1 		$684K Sell
8,045
-325
-4% -$28.4K ﹤0.01% 2776
2025
Q4 		$825K Buy
8,370
+41
+0.5% +$4.02K ﹤0.01% 2441
2025
Q3 		$870K Buy
8,329
+26
+0.3% +$2.64K ﹤0.01% 2240
2025
Q2 		$868K Buy
8,303
+550
+7% +$51.1K ﹤0.01% 1978
2025
Q1 		$698K Buy
7,753
+954
+14% +$88.4K ﹤0.01% 2004
2024
Q4 		$630K Buy
+6,799
New +$577K ﹤0.01% 2017
2024
Q3 		– Sell
-2,798
Closed -$201K – 3238
2024
Q2 		$201K Buy
+2,798
New +$197K ﹤0.01% 2668
2023
Q2 		– Sell
-4
Closed -$300 – 2720
2023
Q1 		$300 Buy
+4
New +$270 ﹤0.01% 2605
2017
Q3 		– Sell
-844
Closed -$30K – 2557
2017
Q2 		$30K Buy
844
+110
+15% +$3.65K ﹤0.01% 2882
2017
Q1 		$24K Sell
734
-68
-8% -$2.1K ﹤0.01% 3004
2016
Q4 		$24K Sell
802
-59
-7% -$1.69K ﹤0.01% 2956
2016
Q3 		$23K Sell
861
-83
-9% -$1.81K ﹤0.01% 2963
2016
Q2 		$17K Sell
944
-3,310
-78% -$64.4K ﹤0.01% 2906
2016
Q1 		$115K Sell
4,254
-261
-6% -$6.48K ﹤0.01% 1543
2015
Q4 		$122K Sell
4,515
-345
-7% -$9.35K ﹤0.01% 1514
2015
Q3 		$119K Buy
+4,860
New +$125K ﹤0.01% 1496
2015
Q2 		– Sell
-4,733
Closed -$128K – 1780
2015
Q1 		$128K Sell
4,733
-778
-14% -$20.4K ﹤0.01% 1439
2014
Q4 		$137K Sell
5,511
-2,036
-27% -$50.1K ﹤0.01% 1370
2014
Q3 		$190K Buy
+7,547
New +$193K ﹤0.01% 1084

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Creative Planning's FWONK Position: Q2 2026 in Review

Creative Planning increased its Liberty Media Series C (FWONK) stake by 49% in Q2 2026, buying an estimated $350K and bringing the position to 11,954 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Creative Planning first reported a position in FWONK in Q3 2014 and has held it in 20 quarters since. 631 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Creative Planning held 11,954 shares of Liberty Media Series C worth $1.14M as of Q2 2026.
  • Creative Planning bought 3,909 Liberty Media Series C shares in Q2 2026, an estimated $350K.
  • Liberty Media Series C made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2537 holding.
  • Creative Planning first reported a position in Liberty Media Series C in Q3 2014 and has held it in 20 quarters since.
  • 631 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.