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Dougherty Wealth Advisers’s Liberty Media Series A FWONA Stock Holding History

Dougherty Wealth Advisers’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
Q2 		$32.1K Hold
367
– – 0.02% 87
2026
Q1 		$28.7K Hold
367
– – 0.02% 87
2025
Q4 		$32.8K Hold
367
– – 0.02% 96
2025
Q3 		$34.9K Hold
367
– – 0.02% 93
2025
Q2 		$34.9K Hold
367
– – 0.02% 93
2025
Q1 		$29.9K Hold
367
– – 0.02% 95
2024
Q4 		$30.8K Hold
367
– – 0.02% 95
2024
Q3 		$26.3K Hold
367
– – 0.02% 94
2024
Q2 		$23.6K Hold
367
– – 0.02% 94
2024
Q1 		$21.6K Hold
367
– – 0.02% 95
2023
Q4 		$21.3K Hold
367
– – 0.02% 109
2023
Q3 		$20.8K Sell
367
-16
-4% -$975 0.02% 106
2023
Q2 		$24.8K Hold
383
– – 0.03% 102
2023
Q1 		$24.8K Hold
383
– – 0.04% 107
2022
Q4 		$19.6K Hold
383
– – 0.03% 114
2022
Q3 		$19K Hold
383
– – 0.04% 108
2022
Q2 		$21K Hold
383
– – 0.04% 106
2022
Q1 		$23K Hold
383
– – 0.03% 110
2021
Q4 		$22K Hold
383
– – 0.03% 121
2021
Q3 		$17K Hold
383
– – 0.03% 124
2021
Q2 		$16K Hold
383
– – 0.02% 122
2021
Q1 		$14K Hold
383
– – 0.02% 119
2020
Q4 		$14K Hold
383
– – 0.02% 134
2020
Q3 		$12K Hold
383
– – 0.04% 140
2020
Q2 		$11K Hold
383
– – 0.04% 148
2020
Q1 		$9K Hold
383
– – 0.04% 151
2019
Q4 		$16K Hold
383
– – 0.05% 156
2019
Q3 		$15K Hold
383
– – 0.05% 159
2019
Q2 		$13K Hold
383
– – 0.04% 200
2019
Q1 		$12K Hold
383
– – 0.04% 169
2018
Q4 		$11K Buy
+383
New +$11.3K 0.04% 179

Other funds holding FWONA

LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dougherty Wealth Advisers's FWONA Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Liberty Media Series A (FWONA) position steady in Q2 2026 at 367 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #87.

Dougherty Wealth Advisers first reported a position in FWONA in Q4 2018 and has held it in 31 quarters since. The position peaked at $34.9K in Q3 2025. 296 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

  • Dougherty Wealth Advisers held 367 shares of Liberty Media Series A worth $32.1K as of Q2 2026.
  • Dougherty Wealth Advisers left its Liberty Media Series A share count unchanged in Q2 2026.
  • Liberty Media Series A made up 0.02% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #87 holding.
  • Dougherty Wealth Advisers first reported a position in Liberty Media Series A in Q4 2018 and has held it in 31 quarters since.
  • Dougherty Wealth Advisers's Liberty Media Series A position peaked at $34.9K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.