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Forum Financial Management’s News Corp Class B NWS Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-6,127
Closed -$212K – 1051
2025
Q3 		$212K Buy
6,127
+1
+0% +$34 ﹤0.01% 939
2025
Q2 		$210K Buy
+6,126
New +$194K ﹤0.01% 881

Other funds holding NWS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $274M AUM 18.22% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Forum Financial Management's NWS Position: Q4 2025 in Review

Forum Financial Management sold out of News Corp Class B (NWS) in Q4 2025, closing a stake of 6,127 shares — an estimated $212K sold.

Forum Financial Management first reported a position in NWS in Q2 2025 and held it in 2 quarters. The position peaked at $212K in Q3 2025. 314 funds tracked by Wall St. Rank hold NWS as of Q4 2025.

  • Forum Financial Management reported no remaining News Corp Class B position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 6,127 News Corp Class B shares in Q4 2025, an estimated $212K.
  • Forum Financial Management first reported a position in News Corp Class B in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's News Corp Class B position peaked at $212K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.