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Heritage Wealth Advisors’s Liberty Media Corporation Series C Common Stock FWONK Stock Holding History

Heritage Wealth Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-436
Closed -$43K – 690
2025
Q4 		$43K Hold
436
– – ﹤0.01% 331
2025
Q3 		$45.5K Hold
436
– – ﹤0.01% 306
2025
Q2 		$45.6K Hold
436
– – ﹤0.01% 306
2025
Q1 		$39.2K Hold
436
– – ﹤0.01% 319
2024
Q4 		$40.4K Hold
436
– – ﹤0.01% 334
2024
Q3 		$33.8K Hold
436
– – ﹤0.01% 358
2024
Q2 		$31.3K Hold
436
– – ﹤0.01% 349
2024
Q1 		$28.6K Hold
436
– – ﹤0.01% 375
2023
Q4 		$27.5K Hold
436
– – ﹤0.01% 383
2023
Q3 		$27.2K Sell
436
-15
-3% -$1.03K ﹤0.01% 357
2023
Q2 		$32.8K Hold
451
– – ﹤0.01% 365
2023
Q1 		$32.6K Hold
451
– – ﹤0.01% 363
2022
Q4 		$26.1K Hold
451
– – ﹤0.01% 390
2022
Q3 		$25.5K Hold
451
– – ﹤0.01% 359
2022
Q2 		$28K Hold
451
– – ﹤0.01% 380
2022
Q1 		$30K Hold
451
– – ﹤0.01% 360
2021
Q4 		$28K Hold
451
– – ﹤0.01% 376
2021
Q3 		$22.4K Hold
451
– – ﹤0.01% 397
2021
Q2 		$21K Hold
451
– – ﹤0.01% 411
2021
Q1 		$18.9K Hold
451
– – ﹤0.01% 424
2020
Q4 		$19K Hold
451
– – ﹤0.01% 411
2020
Q3 		$15.8K Hold
451
– – ﹤0.01% 374
2020
Q2 		$13.8K Hold
451
– – ﹤0.01% 364
2020
Q1 		$11.9K Hold
451
– – ﹤0.01% 363
2019
Q4 		$20K Hold
451
– – ﹤0.01% 378
2019
Q3 		$18K Buy
+451
New +$17.5K ﹤0.01% 354

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Heritage Wealth Advisors's FWONK Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Liberty Media Corporation Series C Common Stock (FWONK) in Q1 2026, closing a stake of 436 shares — an estimated $43K sold.

Heritage Wealth Advisors first reported a position in FWONK in Q3 2019 and held it in 26 quarters. The position peaked at $45.6K in Q2 2025. 613 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Liberty Media Corporation Series C Common Stock position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 436 Liberty Media Corporation Series C Common Stock shares in Q1 2026, an estimated $43K.
  • Heritage Wealth Advisors first reported a position in Liberty Media Corporation Series C Common Stock in Q3 2019 and held it in 26 quarters.
  • Heritage Wealth Advisors's Liberty Media Corporation Series C Common Stock position peaked at $45.6K in Q2 2025.
  • 613 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Common Stock as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.