Evergreen Capital Management’s Liberty Media Series A FWONA Stock Holding History

Evergreen Capital Management’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	$1.07M	Buy	12,185 +6,468	+113%	+$532K	0.02%	514
2026 Q1	$446K	Buy	5,717 +1,702	+42%	+$136K	0.01%	864
2025 Q4	$359K	Sell	4,015 -4	-0.1%	-$359	0.01%	934
2025 Q3	$383K	Sell	4,019 -11	-0.3%	-$1K	0.01%	802
2025 Q2	$383K	Buy	4,030 +662	+20%	+$55.9K	0.01%	681
2025 Q1	$274K	Buy	3,368 +66	+2%	+$5.62K	0.01%	803
2024 Q4	$278K	Hold	3,302	–	–	0.01%	779
2024 Q3	$236K	Hold	3,302	–	–	0.01%	842
2024 Q2	$212K	Buy	+3,302	New	+$210K	0.01%	835
2023 Q3	–	Sell	-3,229	Closed	-$209K	–	818
2023 Q2	$209K	Buy	3,229 +1	+0%	+$63	0.01%	712
2023 Q1	$209K	Buy	+3,228	New	+$195K	0.01%	645

Other funds holding FWONA

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evergreen Capital Management's FWONA Position: Q2 2026 in Review

Evergreen Capital Management increased its Liberty Media Series A (FWONA) stake by 113% in Q2 2026, buying an estimated $532K and bringing the position to 12,185 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #514.

Evergreen Capital Management first reported a position in FWONA in Q1 2023 and has held it in 11 quarters since. 296 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

Evergreen Capital Management held 12,185 shares of Liberty Media Series A worth $1.07M as of Q2 2026.
Evergreen Capital Management bought 6,468 Liberty Media Series A shares in Q2 2026, an estimated $532K.
Liberty Media Series A made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #514 holding.
Evergreen Capital Management first reported a position in Liberty Media Series A in Q1 2023 and has held it in 11 quarters since.
296 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.