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Marshall & Sterling Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-59
Closed -$6.16K – 454
2025
Q3 		$6.16K Hold
59
– – ﹤0.01% 460
2025
Q2 		$6.17K Hold
59
– – ﹤0.01% 449
2025
Q1 		$5.31K Buy
+59
New +$5.47K ﹤0.01% 460

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FWONK Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Liberty Media Series C (FWONK) in Q4 2025, closing a stake of 59 shares — an estimated $6.16K sold.

Marshall & Sterling Wealth Advisors first reported a position in FWONK in Q1 2025 and held it in 3 quarters. The position peaked at $6.17K in Q2 2025. 609 funds tracked by Wall St. Rank hold FWONK as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Liberty Media Series C position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 59 Liberty Media Series C shares in Q4 2025, an estimated $6.16K.
  • Marshall & Sterling Wealth Advisors first reported a position in Liberty Media Series C in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Liberty Media Series C position peaked at $6.17K in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.