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
2025 Q2	–	Sell	-7	Closed	-$191	–	486
2025 Q1	$191	Buy	+7	New	+$196	﹤0.01%	456

Other funds holding NWSA

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

5NCM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

GoalVest Advisory's NWSA Position: Q2 2025 in Review

GoalVest Advisory sold out of News Corp Class A (NWSA) in Q2 2025, closing a stake of 7 shares — an estimated $191 sold.

GoalVest Advisory first reported a position in NWSA in Q1 2025 and held it in 1 quarter. The position peaked at $191 in Q1 2025. 569 funds tracked by Wall St. Rank hold NWSA as of Q2 2025.

GoalVest Advisory reported no remaining News Corp Class A position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 7 News Corp Class A shares in Q2 2025, an estimated $191.
GoalVest Advisory first reported a position in News Corp Class A in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's News Corp Class A position peaked at $191 in Q1 2025.
569 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2025.

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