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
2026
Q2 		$258K Buy
+9,204
New +$274K ﹤0.01% 3685
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 $274M AUM 18.22% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Creative Planning's NWS Position: Q2 2026 in Review

Creative Planning opened a new position in News Corp Class B (NWS) in Q2 2026: 9,204 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #3685 among its holdings. This is a return to the name: Creative Planning previously reported a position in NWS as recently as Q4 2024.

Creative Planning first reported a position in NWS in Q3 2013 and has held it in 18 quarters since. 346 funds tracked by Wall St. Rank hold NWS as of Q2 2026.

  • Creative Planning held 9,204 shares of News Corp Class B worth $258K as of Q2 2026.
  • News Corp Class B was a new Creative Planning position in Q2 2026.
  • News Corp Class B made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3685 holding.
  • Creative Planning first reported a position in News Corp Class B in Q3 2013 and has held it in 18 quarters since.
  • 346 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2026.

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