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Physician Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History

Physician Wealth 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
2026
Q2 		$571 Sell
6
-5
-45% -$447 ﹤0.01% 2045
2026
Q1 		$936 Sell
11
-10
-48% -$874 ﹤0.01% 1725
2025
Q4 		$2.07K Hold
21
– – ﹤0.01% 1278
2025
Q3 		$2.19K Hold
21
– – ﹤0.01% 1183
2025
Q2 		$2.19K Buy
+21
New +$1.95K ﹤0.01% 1018

Other funds holding FWONK

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's FWONK Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Liberty Media Series C (FWONK) stake by 45% in Q2 2026, selling an estimated $447 and leaving 6 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Physician Wealth Advisors first reported a position in FWONK in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19K in Q2 2025. 221 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Physician Wealth Advisors held 6 shares of Liberty Media Series C worth $571 as of Q2 2026.
  • Physician Wealth Advisors sold 5 Liberty Media Series C shares in Q2 2026, an estimated $447.
  • Liberty Media Series C made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2045 holding.
  • Physician Wealth Advisors first reported a position in Liberty Media Series C in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Liberty Media Series C position peaked at $2.19K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

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