GoalVest Advisory’s News Corp Class B NWS Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-7	Closed	-$213	–	485
2025 Q1	$213	Buy	+7	New	+$222	﹤0.01%	442

Other funds holding NWS

SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return

IFP

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

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

5NCM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

GoalVest Advisory's NWS Position: Q2 2025 in Review

GoalVest Advisory sold out of News Corp Class B (NWS) in Q2 2025, closing a stake of 7 shares — an estimated $213 sold.

GoalVest Advisory first reported a position in NWS in Q1 2025 and held it in 1 quarter. The position peaked at $213 in Q1 2025. 328 funds tracked by Wall St. Rank hold NWS as of Q2 2025.

GoalVest Advisory reported no remaining News Corp Class B position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 7 News Corp Class B shares in Q2 2025, an estimated $213.
GoalVest Advisory first reported a position in News Corp Class B in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's News Corp Class B position peaked at $213 in Q1 2025.
328 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.