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FWONK icon

Optimize Financial’s Liberty Media Series C FWONK Stock Holding History

Optimize Financial’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
Q1 		$530K Sell
6,232
-8,690
-58% -$760K 0.26% 89
2025
Q4 		$1.47M Buy
14,922
+212
+1% +$20.8K 0.74% 20
2025
Q3 		$1.54M Buy
+14,710
New +$1.49M 0.8% 20

Other funds holding FWONK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimize Financial's FWONK Position: Q1 2026 in Review

Optimize Financial reduced its Liberty Media Series C (FWONK) stake by 58% in Q1 2026, selling an estimated $760K and leaving 6,232 shares worth $530K. The position accounts for 0.26% of the portfolio, ranked #89.

Optimize Financial first reported a position in FWONK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q3 2025. 611 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Optimize Financial held 6,232 shares of Liberty Media Series C worth $530K as of Q1 2026.
  • Optimize Financial sold 8,690 Liberty Media Series C shares in Q1 2026, an estimated $760K.
  • Liberty Media Series C made up 0.26% of Optimize Financial's portfolio in Q1 2026, its #89 holding.
  • Optimize Financial first reported a position in Liberty Media Series C in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Liberty Media Series C position peaked at $1.54M in Q3 2025.
  • 611 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.