Peak Retirement Planning’s Fox Class A FOXA Stock Holding History

Peak Retirement Planning’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	–	Sell	-41,103	Closed	-$2.4M	–	197
2026 Q1	$2.4M	Buy	41,103 +12,759	+45%	+$814K	0.48%	58
2025 Q4	$2.07M	Sell	28,344 -1,364	-5%	-$89.1K	0.48%	55
2025 Q3	$1.87M	Buy	29,708 +6,360	+27%	+$368K	0.53%	48
2025 Q2	$1.31M	Buy	23,348 +5,629	+32%	+$297K	0.53%	58
2025 Q1	$1M	Sell	17,719 -1,112	-6%	-$58.8K	0.56%	56
2024 Q4	$900K	Buy	+18,831	New	+$848K	0.61%	48

Other funds holding FOXA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Peak Retirement Planning's FOXA Position: Q2 2026 in Review

Peak Retirement Planning sold out of Fox Class A (FOXA) in Q2 2026, closing a stake of 41,103 shares — an estimated $2.4M sold.

Peak Retirement Planning first reported a position in FOXA in Q4 2024 and held it in 6 quarters. The position peaked at $2.4M in Q1 2026. 735 funds tracked by Wall St. Rank hold FOXA as of Q2 2026.

Peak Retirement Planning reported no remaining Fox Class A position as of Q2 2026 after selling out during the quarter.
Peak Retirement Planning sold 41,103 Fox Class A shares in Q2 2026, an estimated $2.4M.
Peak Retirement Planning first reported a position in Fox Class A in Q4 2024 and held it in 6 quarters.
Peak Retirement Planning's Fox Class A position peaked at $2.4M in Q1 2026.
735 funds tracked by Wall St. Rank held Fox Class A as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.