LI
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LRI Investments’s News Corp Class A NWSA Stock Holding History

LRI Investments’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
Q2 		$5.09K Buy
205
+19
+10% +$492 ﹤0.01% 1139
2026
Q1 		$4.64K Hold
186
– – ﹤0.01% 1109
2025
Q4 		$4.86K Hold
186
– – ﹤0.01% 1049
2025
Q3 		$5.71K Hold
186
– – ﹤0.01% 1016
2025
Q2 		$5.53K Hold
186
– – ﹤0.01% 998
2025
Q1 		$5.06K Hold
186
– – ﹤0.01% 944
2024
Q4 		$5.12K Hold
186
– – ﹤0.01% 923
2024
Q3 		$5.41K Hold
186
– – ﹤0.01% 915
2024
Q2 		$5.13K Hold
186
– – ﹤0.01% 890
2024
Q1 		$4.87K Buy
+186
New +$4.72K ﹤0.01% 631

Other funds holding NWSA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return