Ethic Inc’s News Corp Class B NWS Stock Holding History

Ethic Inc’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 Q1	$482K	Sell	16,921 -5,522	-25%	-$156K	0.01%	882
2025 Q4	$665K	Sell	22,443 -3,230	-13%	-$96.3K	0.01%	762
2025 Q3	$887K	Sell	25,673 -1,589	-6%	-$53.7K	0.01%	665
2025 Q2	$923K	Sell	27,262 -23,718	-47%	-$751K	0.02%	640
2025 Q1	$1.54M	Sell	50,980 -1,970	-4%	-$62.4K	0.03%	476
2024 Q4	$1.61M	Buy	52,950 +1,743	+3%	+$52.6K	0.03%	466
2024 Q3	$1.39M	Buy	51,207 +1,541	+3%	+$43.5K	0.04%	483
2024 Q2	$1.41M	Sell	49,666 -1,541	-3%	-$41K	0.03%	476
2024 Q1	$1.39M	Buy	51,207 +18,397	+56%	+$486K	0.04%	482
2023 Q4	$844K	Buy	32,810 +21,499	+190%	+$487K	0.03%	585
2023 Q3	$236K	Sell	11,311 -4,336	-28%	-$89.8K	0.01%	880
2023 Q2	$309K	Buy	15,647 +83	+0.5%	+$1.52K	0.01%	785
2023 Q1	$271K	Sell	15,564 -4,981	-24%	-$92K	0.01%	812
2022 Q4	$379K	Buy	20,545 +1,715	+9%	+$30.2K	0.02%	657
2022 Q3	$290K	Buy	+18,830	New	+$321K	0.02%	647
2022 Q2	–	Sell	-9,280	Closed	-$209K	–	773
2022 Q1	$209K	Buy	+9,280	New	+$207K	0.01%	695

Other funds holding NWS

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return