Evoke Wealth’s News Corp Class A NWSA Stock Holding History

Evoke Wealth’s Portfolio NWSA Stock Details NWSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,994	Closed	-$277K	–	719
2025 Q3	$277K	Buy	8,994 +473	+6%	+$14K	0.01%	517
2025 Q2	$253K	Buy	+8,521	New	+$234K	0.01%	501
2022 Q4	–	Sell	-367	Closed	-$6K	–	878
2022 Q3	$6K	Buy	367 +57	+18%	+$956	﹤0.01%	853
2022 Q2	$5K	Buy	310 +198	+177%	+$3.64K	﹤0.01%	894
2022 Q1	$2K	Hold	112	–	–	﹤0.01%	1055
2021 Q4	$2K	Hold	112	–	–	﹤0.01%	1060
2021 Q3	$2K	Hold	112	–	–	﹤0.01%	1018
2021 Q2	$3K	Hold	112	–	–	﹤0.01%	994
2021 Q1	$3K	Hold	112	–	–	﹤0.01%	965
2020 Q4	$2K	Hold	112	–	–	﹤0.01%	899
2020 Q3	$2K	Sell	112 -26	-19%	-$363	﹤0.01%	858
2020 Q2	$2K	Sell	138 -43	-24%	-$460	﹤0.01%	884
2020 Q1	$1.65K	Sell	181 -1,511	-89%	-$19.1K	﹤0.01%	837
2019 Q4	$23.9K	Buy	1,692 +935	+124%	+$12.6K	﹤0.01%	552
2019 Q3	$10.6K	Buy	+757	New	+$10.3K	﹤0.01%	806

Other funds holding NWSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Geode Capital Management

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return