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EverSource Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History

EverSource Wealth Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Sell
1,440
-575
-29% -$51.4K ﹤0.01% 1216
2026
Q1 		$171K Sell
2,015
-43
-2% -$3.76K 0.01% 1134
2025
Q4 		$203K Sell
2,058
-98
-5% -$9.62K 0.01% 940
2025
Q3 		$225K Sell
2,156
-137
-6% -$13.9K 0.01% 845
2025
Q2 		$240K Buy
2,293
+188
+9% +$17.5K 0.01% 785
2025
Q1 		$189K Sell
2,105
-67
-3% -$6.21K 0.01% 681
2024
Q4 		$201K Buy
2,172
+84
+4% +$7.13K 0.01% 654
2024
Q3 		$162K Buy
2,088
+1,963
+1,570% +$151K 0.01% 628
2024
Q2 		$10.1K Buy
125
+45
+56% +$3.18K ﹤0.01% 1850
2024
Q1 		$5.6K Buy
+80
New +$5.37K ﹤0.01% 1997
2023
Q3 		– Sell
-14
Closed -$1.05K – 2563
2023
Q2 		$1.05K Buy
+14
New +$996 ﹤0.01% 2200

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

EverSource Wealth Advisors's FWONK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Liberty Media Series C (FWONK) stake by 29% in Q2 2026, selling an estimated $51.4K and leaving 1,440 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

EverSource Wealth Advisors first reported a position in FWONK in Q2 2023 and has held it in 11 quarters since. The position peaked at $240K in Q2 2025. 628 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • EverSource Wealth Advisors held 1,440 shares of Liberty Media Series C worth $137K as of Q2 2026.
  • EverSource Wealth Advisors sold 575 Liberty Media Series C shares in Q2 2026, an estimated $51.4K.
  • Liberty Media Series C made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1216 holding.
  • EverSource Wealth Advisors first reported a position in Liberty Media Series C in Q2 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Liberty Media Series C position peaked at $240K in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.