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Forum Financial Management’s News Corp Class A NWSA Stock Holding History

Forum Financial Management’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 		– Sell
-11,571
Closed -$302K – 769
2025
Q4 		$302K Hold
11,571
– – ﹤0.01% 744
2025
Q3 		$355K Buy
11,571
+3
+0% +$89 ﹤0.01% 641
2025
Q2 		$344K Buy
11,568
+653
+6% +$18K 0.01% 590
2025
Q1 		$297K Buy
10,915
+24
+0.2% +$671 ﹤0.01% 599
2024
Q4 		$300K Buy
10,891
+903
+9% +$25.2K 0.01% 615
2024
Q3 		$266K Buy
9,988
+5
+0.1% +$136 ﹤0.01% 577
2024
Q2 		$275K Buy
9,983
+11
+0.1% +$284 0.01% 517
2024
Q1 		$261K Hold
9,972
– – ﹤0.01% 561
2023
Q4 		$245K Buy
+9,972
New +$217K ﹤0.01% 550
2022
Q3 		– Sell
-10,918
Closed -$170K – 588
2022
Q2 		$170K Buy
10,918
+1,615
+17% +$29.7K 0.01% 537
2022
Q1 		$206K Hold
9,303
– – 0.01% 556
2021
Q4 		$208K Buy
+9,303
New +$213K 0.01% 608

Other funds holding NWSA

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Forum Financial Management's NWSA Position: Q1 2026 in Review

Forum Financial Management sold out of News Corp Class A (NWSA) in Q1 2026, closing a stake of 11,571 shares — an estimated $302K sold.

Forum Financial Management first reported a position in NWSA in Q4 2021 and held it in 12 quarters. The position peaked at $355K in Q3 2025. 589 funds tracked by Wall St. Rank hold NWSA as of Q1 2026.

  • Forum Financial Management reported no remaining News Corp Class A position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 11,571 News Corp Class A shares in Q1 2026, an estimated $302K.
  • Forum Financial Management first reported a position in News Corp Class A in Q4 2021 and held it in 12 quarters.
  • Forum Financial Management's News Corp Class A position peaked at $355K in Q3 2025.
  • 589 funds tracked by Wall St. Rank held News Corp Class A as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.