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Mount Yale Investment Advisors’s Liberty Media Series C FWONK Stock Holding History

Mount Yale Investment 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
-6,030
Closed -$630K – 756
2025
Q3 		$630K Sell
6,030
-75
-1% -$7.61K 0.04% 369
2025
Q2 		$638K Sell
6,105
-185
-3% -$17.2K 0.05% 292
2025
Q1 		$566K Sell
6,290
-212
-3% -$19.6K 0.05% 306
2024
Q4 		$602K Sell
6,502
-805
-11% -$68.3K 0.05% 309
2024
Q3 		$566K Sell
7,307
-510
-7% -$39.3K 0.05% 321
2024
Q2 		$562K Sell
7,817
-151
-2% -$10.7K 0.04% 320
2024
Q1 		$523K Buy
7,968
+219
+3% +$14.7K 0.04% 343
2023
Q4 		$489K Buy
7,749
+47
+0.6% +$3.07K 0.05% 320
2023
Q3 		$480K Sell
7,702
-181
-2% -$12.4K 0.05% 314
2023
Q2 		$574K Sell
7,883
-24
-0.3% -$1.71K 0.06% 286
2023
Q1 		$572K Buy
7,907
+2,303
+41% +$156K 0.06% 280
2022
Q4 		$324K Buy
+5,604
New +$321K 0.04% 346
2020
Q1 		– Sell
-8,798
Closed -$398K – 311
2019
Q4 		$398K Sell
8,798
-789
-8% -$32.9K 0.07% 248
2019
Q3 		$400K Sell
9,587
-2,149
-18% -$83.5K 0.07% 230
2019
Q2 		$448K Sell
11,736
-1,276
-10% -$46.3K 0.08% 207
2019
Q1 		$441K Sell
13,012
-524
-4% -$16.4K 0.08% 203
2018
Q4 		$399K Sell
13,536
-574
-4% -$17.8K 0.08% 218
2018
Q3 		$465K Sell
14,110
-1,272
-8% -$44.9K 0.08% 190
2018
Q2 		$552K Sell
15,382
-2,885
-16% -$88K 0.1% 160
2018
Q1 		$545K Buy
+18,267
New +$604K 0.12% 155

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

Mount Yale Investment Advisors's FWONK Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Liberty Media Series C (FWONK) in Q4 2025, closing a stake of 6,030 shares — an estimated $630K sold.

Mount Yale Investment Advisors first reported a position in FWONK in Q1 2018 and held it in 20 quarters. The position peaked at $638K in Q2 2025. 609 funds tracked by Wall St. Rank hold FWONK as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Liberty Media Series C position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,030 Liberty Media Series C shares in Q4 2025, an estimated $630K.
  • Mount Yale Investment Advisors first reported a position in Liberty Media Series C in Q1 2018 and held it in 20 quarters.
  • Mount Yale Investment Advisors's Liberty Media Series C position peaked at $638K in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.