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Marks Group Wealth Management’s Liberty Media Series C FWONK Stock Holding History

Marks Group Wealth Management’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 		$229K Buy
2,693
+583
+28% +$51K 0.02% 322
2025
Q4 		$208K Hold
2,110
– – 0.02% 325
2025
Q3 		$220K Sell
2,110
-154
-7% -$15.6K 0.02% 286
2025
Q2 		$237K Sell
2,264
-88
-4% -$8.18K 0.02% 278
2025
Q1 		$212K Hold
2,352
– – 0.02% 294
2024
Q4 		$218K Buy
+2,352
New +$200K 0.02% 277

Other funds holding FWONK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marks Group Wealth Management's FWONK Position: Q1 2026 in Review

Marks Group Wealth Management increased its Liberty Media Series C (FWONK) stake by 28% in Q1 2026, buying an estimated $51K and bringing the position to 2,693 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #322.

Marks Group Wealth Management first reported a position in FWONK in Q4 2024 and has held it in 6 quarters since. The position peaked at $237K in Q2 2025. 611 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Marks Group Wealth Management held 2,693 shares of Liberty Media Series C worth $229K as of Q1 2026.
  • Marks Group Wealth Management bought 583 Liberty Media Series C shares in Q1 2026, an estimated $51K.
  • Liberty Media Series C made up 0.02% of Marks Group Wealth Management's portfolio in Q1 2026, its #322 holding.
  • Marks Group Wealth Management first reported a position in Liberty Media Series C in Q4 2024 and has held it in 6 quarters since.
  • Marks Group Wealth Management's Liberty Media Series C position peaked at $237K in Q2 2025.
  • 611 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.