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GoalVest Advisory’s News Corp Class A NWSA Stock Holding History

GoalVest Advisory’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
Q3 		$6.88K Buy
+240
New +$6.93K ﹤0.01% 502
2025
Q2 		– Sell
-7
Closed -$191 – 486
2025
Q1 		$191 Buy
+7
New +$196 ﹤0.01% 456

Other funds holding NWSA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's NWSA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in News Corp Class A (NWSA) in Q3 2026: 240 shares worth $6.88K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in NWSA as recently as Q1 2025.

GoalVest Advisory first reported a position in NWSA in Q1 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold NWSA as of Q3 2026.

  • GoalVest Advisory held 240 shares of News Corp Class A worth $6.88K as of Q3 2026.
  • News Corp Class A was a new GoalVest Advisory position in Q3 2026.
  • News Corp Class A made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #502 holding.
  • GoalVest Advisory first reported a position in News Corp Class A in Q1 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.