OFA
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Oak Family Advisors’s Liberty Media Series A FWONA Stock Holding History

Oak Family Advisors’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$499K Sell
5,702
-463
-8% -$38.1K 0.13% 82
2026
Q1 		$481K Sell
6,165
-10
-0.2% -$800 0.14% 78
2025
Q4 		$552K Hold
6,175
– – 0.15% 75
2025
Q3 		$588K Sell
6,175
-326
-5% -$29.8K 0.15% 73
2025
Q2 		$617K Hold
6,501
– – 0.19% 66
2025
Q1 		$530K Sell
6,501
-41
-0.6% -$3.49K 0.18% 63
2024
Q4 		$550K Sell
6,542
-100
-2% -$7.78K 0.2% 69
2024
Q3 		$475K Sell
6,642
-42
-0.6% -$2.95K 0.15% 96
2024
Q2 		$429K Sell
6,684
-20
-0.3% -$1.27K 0.15% 93
2024
Q1 		$394K Sell
6,704
-1,787
-21% -$108K 0.15% 91
2023
Q4 		$492K Buy
8,491
+1,061
+14% +$62.3K 0.21% 87
2023
Q3 		$420K Sell
7,430
-435
-6% -$26.5K 0.2% 82
2023
Q2 		$509K Sell
7,865
-209
-3% -$13.2K 0.24% 77
2023
Q1 		$522K Sell
8,074
-1,252
-13% -$75.4K 0.26% 72
2022
Q4 		$477K Sell
9,326
-1,850
-17% -$94.1K 0.26% 75
2022
Q3 		$562K Sell
11,176
-3,873
-26% -$216K 0.3% 60
2022
Q2 		$835K Buy
15,049
+1,254
+9% +$69.5K 0.42% 53
2022
Q1 		$834K Sell
13,795
-16,264
-54% -$880K 0.33% 60
2021
Q4 		$1.71M Sell
30,059
-1,061
-3% -$54.8K 0.64% 40
2021
Q3 		$1.4M Buy
31,120
+1,000
+3% +$42K 0.51% 43
2021
Q2 		$1.23M Buy
30,120
+1,290
+4% +$50K 0.51% 41
2021
Q1 		$1.05M Buy
+28,830
New +$1.08M 0.46% 41

Other funds holding FWONA

LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oak Family Advisors's FWONA Position: Q2 2026 in Review

Oak Family Advisors reduced its Liberty Media Series A (FWONA) stake by 7.5% in Q2 2026, selling an estimated $38.1K and leaving 5,702 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #82.

Oak Family Advisors first reported a position in FWONA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.71M in Q4 2021. 296 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

  • Oak Family Advisors held 5,702 shares of Liberty Media Series A worth $499K as of Q2 2026.
  • Oak Family Advisors sold 463 Liberty Media Series A shares in Q2 2026, an estimated $38.1K.
  • Liberty Media Series A made up 0.13% of Oak Family Advisors's portfolio in Q2 2026, its #82 holding.
  • Oak Family Advisors first reported a position in Liberty Media Series A in Q1 2021 and has held it in 22 quarters since.
  • Oak Family Advisors's Liberty Media Series A position peaked at $1.71M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.