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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principia Wealth Advisory's FWONK Position: Q4 2025 in Review

Principia Wealth Advisory increased its Liberty Media Series C (FWONK) stake by 175% in Q4 2025, buying an estimated $687 and bringing the position to 11 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Principia Wealth Advisory first reported a position in FWONK in Q4 2024 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold FWONK as of Q4 2025.

  • Principia Wealth Advisory held 11 shares of Liberty Media Series C worth $1.08K as of Q4 2025.
  • Principia Wealth Advisory bought 7 Liberty Media Series C shares in Q4 2025, an estimated $687.
  • Liberty Media Series C made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #643 holding.
  • Principia Wealth Advisory first reported a position in Liberty Media Series C in Q4 2024 and has held it in 5 quarters since.
  • 609 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.