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Estate Planners Group’s Fox Class B FOX Stock Holding History

Estate Planners Group’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,216
Closed -$224K – 77
2026
Q1 		$224K Buy
4,216
+13
+0.3% +$751 0.11% 67
2025
Q4 		$273K Buy
+4,203
New +$245K 0.12% 56

Other funds holding FOX

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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's FOX Position: Q2 2026 in Review

Estate Planners Group sold out of Fox Class B (FOX) in Q2 2026, closing a stake of 4,216 shares — an estimated $224K sold.

Estate Planners Group first reported a position in FOX in Q4 2025 and held it in 2 quarters. The position peaked at $273K in Q4 2025. 511 funds tracked by Wall St. Rank hold FOX as of Q2 2026.

  • Estate Planners Group reported no remaining Fox Class B position as of Q2 2026 after selling out during the quarter.
  • Estate Planners Group sold 4,216 Fox Class B shares in Q2 2026, an estimated $224K.
  • Estate Planners Group first reported a position in Fox Class B in Q4 2025 and held it in 2 quarters.
  • Estate Planners Group's Fox Class B position peaked at $273K in Q4 2025.
  • 511 funds tracked by Wall St. Rank held Fox Class B as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.