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Morningstar Investment Management’s Fox Class A FOXA Stock Holding History

Morningstar Investment Management’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.87M Hold
100,548
– – 0.36% 57
2026
Q1 		$5.87M Buy
100,548
+5,228
+5% +$334K 0.36% 57
2025
Q4 		$6.96M Sell
95,320
-8,918
-9% -$583K 0.41% 49
2025
Q3 		$6.57M Buy
+104,238
New +$6.03M 0.24% 107

Other funds holding FOXA

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Morningstar Investment Management's FOXA Position: Q2 2026 in Review

Morningstar Investment Management held its Fox Class A (FOXA) position steady in Q2 2026 at 100,548 shares worth $5.87M. The position accounts for 0.36% of the portfolio, ranked #57.

Morningstar Investment Management first reported a position in FOXA in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.96M in Q4 2025. 247 funds tracked by Wall St. Rank hold FOXA as of Q2 2026.

  • Morningstar Investment Management held 100,548 shares of Fox Class A worth $5.87M as of Q2 2026.
  • Morningstar Investment Management left its Fox Class A share count unchanged in Q2 2026.
  • Fox Class A made up 0.36% of Morningstar Investment Management's portfolio in Q2 2026, its #57 holding.
  • Morningstar Investment Management first reported a position in Fox Class A in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Fox Class A position peaked at $6.96M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Fox Class A as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.