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
Q3 		$263K Sell
8,279
-352
-4% -$11.4K ﹤0.01% 5635
2026
Q2 		$242K Sell
8,631
-488
-5% -$14.5K ﹤0.01% 5617
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

Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial's NWS Position: Q3 2026 in Review

LPL Financial reduced its News Corp Class B (NWS) stake by 4.1% in Q3 2026, selling an estimated $11.4K and leaving 8,279 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #5635.

LPL Financial first reported a position in NWS in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.48M in Q3 2025. 276 funds tracked by Wall St. Rank hold NWS as of Q3 2026.

  • LPL Financial held 8,279 shares of News Corp Class B worth $263K as of Q3 2026.
  • LPL Financial sold 352 News Corp Class B shares in Q3 2026, an estimated $11.4K.
  • News Corp Class B made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5635 holding.
  • LPL Financial first reported a position in News Corp Class B in Q4 2018 and has held it in 12 quarters since.
  • LPL Financial's News Corp Class B position peaked at $4.48M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held News Corp Class B as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.