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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
Q2 		$268K Buy
2,818
+125
+5% +$11.2K 0.02% 328
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Marks Group Wealth Management's FWONK Position: Q2 2026 in Review

Marks Group Wealth Management increased its Liberty Media Series C (FWONK) stake by 4.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,818 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #328.

Marks Group Wealth Management first reported a position in FWONK in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Marks Group Wealth Management held 2,818 shares of Liberty Media Series C worth $268K as of Q2 2026.
  • Marks Group Wealth Management bought 125 Liberty Media Series C shares in Q2 2026, an estimated $11.2K.
  • Liberty Media Series C made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Marks Group Wealth Management first reported a position in Liberty Media Series C in Q4 2024 and has held it in 7 quarters since.
  • 631 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.