Principia Wealth Advisory’s Liberty Media Series C FWONK Stock Holding History

Principia Wealth Advisory’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	$1.14K	Buy	12 +2	+20%	+$179	﹤0.01%	730
2026 Q1	$850	Sell	10 -1	-9%	-$87	﹤0.01%	745
2025 Q4	$1.08K	Buy	11 +7	+175%	+$687	﹤0.01%	643
2025 Q3	$418	Sell	4 -5	-56%	-$507	﹤0.01%	814
2025 Q2	$941	Buy	9 +6	+200%	+$558	﹤0.01%	594
2025 Q1	$246	Hold	3	–	–	﹤0.01%	749
2024 Q4	$278	Buy	+3	New	+$255	﹤0.01%	681

Other funds holding FWONK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

Principia Wealth Advisory's FWONK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Liberty Media Series C (FWONK) stake by 20% in Q2 2026, buying an estimated $179 and bringing the position to 12 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Principia Wealth Advisory first reported a position in FWONK in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

Principia Wealth Advisory held 12 shares of Liberty Media Series C worth $1.14K as of Q2 2026.
Principia Wealth Advisory bought 2 Liberty Media Series C shares in Q2 2026, an estimated $179.
Liberty Media Series C made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #730 holding.
Principia Wealth Advisory first reported a position in Liberty Media Series C in Q4 2024 and has held it in 7 quarters since.
631 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.