LPL Financial
NWS icon

LPL Financial’s News Corp Class B NWS Stock Holding History

LPL Financial’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
2026
Q1 		$260K Sell
9,119
-60
-0.7% -$1.69K ﹤0.01% 5297
2025
Q4 		$272K Sell
9,179
-120,625
-93% -$3.6M ﹤0.01% 5222
2025
Q3 		$4.48M Buy
129,804
+21,475
+20% +$725K ﹤0.01% 2570
2025
Q2 		$3.72M Buy
108,329
+19,098
+21% +$605K ﹤0.01% 2554
2025
Q1 		$2.71M Buy
89,231
+38,858
+77% +$1.23M ﹤0.01% 2676
2024
Q4 		$1.53M Buy
50,373
+18,254
+57% +$551K ﹤0.01% 3126
2024
Q3 		$898K Buy
32,119
+3,297
+11% +$93K ﹤0.01% 3492
2024
Q2 		$818K Buy
28,822
+180
+0.6% +$4.79K ﹤0.01% 3444
2024
Q1 		$775K Buy
+28,642
New +$757K ﹤0.01% 3416
2019
Q1 		– Sell
-16,374
Closed -$189K – 3232
2018
Q4 		$189K Buy
+16,374
New +$214K ﹤0.01% 2825

Other funds holding NWS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SL
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return