CI
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CX Institutional’s News Corp Class B NWS Stock Holding History

CX Institutional’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 		$187K Buy
6,669
+1,859
+39% +$55.2K 0.01% 756
2026
Q1 		$137K Sell
4,810
-495
-9% -$14K ﹤0.01% 801
2025
Q4 		$157K Buy
5,305
+435
+9% +$13K ﹤0.01% 765
2025
Q3 		$168K Buy
4,870
+84
+2% +$2.84K 0.01% 739
2025
Q2 		$164K Sell
4,786
-75
-2% -$2.38K 0.01% 682
2025
Q1 		$148K Buy
+4,861
New +$154K 0.01% 675
2022
Q3 		– Sell
-856
Closed -$14K – 923
2022
Q2 		$14K Buy
+856
New +$15.9K ﹤0.01% 901
2021
Q4 		– Sell
-1,265
Closed -$29K – 735
2021
Q3 		$29K Buy
1,265
+120
+10% +$2.74K ﹤0.01% 676
2021
Q2 		$28K Buy
1,145
+133
+13% +$3.29K ﹤0.01% 677
2021
Q1 		$24K Buy
1,012
+171
+20% +$3.7K ﹤0.01% 638
2020
Q4 		$15K Buy
841
+283
+51% +$4.56K ﹤0.01% 672
2020
Q3 		$8K Buy
558
+86
+18% +$1.2K ﹤0.01% 703
2020
Q2 		$6K Buy
472
+199
+73% +$2.15K ﹤0.01% 651
2020
Q1 		$2K Buy
273
+124
+83% +$1.59K ﹤0.01% 685
2019
Q4 		$2K Hold
149
– – ﹤0.01% 674
2019
Q3 		$2K Buy
149
+13
+10% +$182 ﹤0.01% 733
2019
Q2 		$2K Buy
136
+25
+23% +$311 ﹤0.01% 776
2019
Q1 		$1K Buy
+111
New +$1.42K ﹤0.01% 764

Other funds holding NWS

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HIMCH
Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return