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GoalVest Advisory’s Fox Class A FOXA Stock Holding History

GoalVest Advisory’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,800
Closed -$339K – 528
2026
Q1 		$339K Sell
5,800
-1,501
-21% -$95.8K 0.07% 115
2025
Q4 		$533K Buy
+7,301
New +$477K 0.1% 98
2022
Q2 		– Sell
-2
Closed – – 391
2022
Q1 		$0 Buy
+2
New +$81 ﹤0.01% 423

Other funds holding FOXA

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GoalVest Advisory's FOXA Position: Q2 2026 in Review

GoalVest Advisory sold out of Fox Class A (FOXA) in Q2 2026, closing a stake of 5,800 shares — an estimated $339K sold.

GoalVest Advisory first reported a position in FOXA in Q1 2022 and held it in 3 quarters. The position peaked at $533K in Q4 2025. 72 funds tracked by Wall St. Rank hold FOXA as of Q2 2026.

  • GoalVest Advisory reported no remaining Fox Class A position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 5,800 Fox Class A shares in Q2 2026, an estimated $339K.
  • GoalVest Advisory first reported a position in Fox Class A in Q1 2022 and held it in 3 quarters.
  • GoalVest Advisory's Fox Class A position peaked at $533K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Fox Class A as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.