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Fortis Group Advisors’s News Corp Class A NWSA Stock Holding History

Fortis Group Advisors’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
2026
Q1 		$623 Hold
25
– – ﹤0.01% 538
2025
Q4 		$653 Hold
25
– – ﹤0.01% 527
2025
Q3 		$768 Hold
25
– – ﹤0.01% 484
2025
Q2 		$743 Hold
25
– – ﹤0.01% 476
2025
Q1 		$681 Hold
25
– – ﹤0.01% 449
2024
Q4 		$689 Hold
25
– – ﹤0.01% 462
2024
Q3 		$666 Hold
25
– – ﹤0.01% 457
2024
Q2 		$689 Hold
25
– – ﹤0.01% 456
2024
Q1 		$655 Sell
25
-25
-50% -$635 ﹤0.01% 473
2023
Q4 		$1.23K Buy
50
+25
+100% +$543 ﹤0.01% 413
2023
Q3 		$502 Buy
+25
New +$507 ﹤0.01% 412
2020
Q3 		$0 Buy
+25
New +$349 ﹤0.01% 470

Other funds holding NWSA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Dodge & Cox
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