Creative Planning
NWS icon

Creative Planning’s News Corp Class B NWS Stock Holding History

Creative Planning’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-73
Closed -$2.22K – 3651
2024
Q4 		$2.22K Buy
+73
New +$2.2K ﹤0.01% 3456
2023
Q2 		– Sell
-30
Closed -$523 – 2768
2023
Q1 		$523 Buy
+30
New +$554 ﹤0.01% 2577
2017
Q3 		– Sell
-85
Closed -$1K – 3106
2017
Q2 		$1K Sell
85
-25
-23% -$337 ﹤0.01% 4468
2017
Q1 		$1K Buy
110
+25
+29% +$322 ﹤0.01% 4475
2016
Q4 		$1K Hold
85
– – ﹤0.01% 4469
2016
Q3 		$1K Sell
85
-133
-61% -$1.81K ﹤0.01% 4420
2016
Q2 		$3K Buy
218
+133
+156% +$1.66K ﹤0.01% 3905
2016
Q1 		$1K Sell
85
-50
-37% -$619 ﹤0.01% 4149
2015
Q4 		$2K Hold
135
– – ﹤0.01% 4051
2015
Q3 		$2K Buy
+135
New +$1.86K ﹤0.01% 3968
2015
Q2 		– Sell
-1,153
Closed -$18K – 2383
2015
Q1 		$18K Sell
1,153
-50
-4% -$788 ﹤0.01% 2799
2014
Q4 		$18K Buy
1,203
+687
+133% +$10.3K ﹤0.01% 2734
2014
Q3 		$8K Sell
516
-123
-19% -$2.11K ﹤0.01% 3074
2014
Q2 		$11K Sell
639
-40
-6% -$674 ﹤0.01% 2822
2014
Q1 		$11K Hold
679
– – ﹤0.01% 2714
2013
Q4 		$12K Hold
679
– – ﹤0.01% 2470
2013
Q3 		$11K Buy
+679
New +$11K ﹤0.01% 2412

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Creative Planning's NWS Position: Q1 2025 in Review

Creative Planning sold out of News Corp Class B (NWS) in Q1 2025, closing a stake of 73 shares — an estimated $2.22K sold.

Creative Planning first reported a position in NWS in Q3 2013 and held it in 17 quarters. The position peaked at $18K in Q1 2015. 302 funds tracked by Wall St. Rank hold NWS as of Q1 2025.

  • Creative Planning reported no remaining News Corp Class B position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 73 News Corp Class B shares in Q1 2025, an estimated $2.22K.
  • Creative Planning first reported a position in News Corp Class B in Q3 2013 and held it in 17 quarters.
  • Creative Planning's News Corp Class B position peaked at $18K in Q1 2015.
  • 302 funds tracked by Wall St. Rank held News Corp Class B as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.