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Root Financial Partners’s Liberty Media Series A FWONA Stock Holding History

Root Financial Partners’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-85
Closed -$6.64K – 1468
2026
Q1 		$6.64K Buy
85
+25
+42% +$2K ﹤0.01% 1839
2025
Q4 		$5.36K Buy
60
+1
+2% +$90 ﹤0.01% 1746
2025
Q3 		$5.62K Buy
+59
New +$5.39K ﹤0.01% 1680

Other funds holding FWONA

LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's FWONA Position: Q2 2026 in Review

Root Financial Partners sold out of Liberty Media Series A (FWONA) in Q2 2026, closing a stake of 85 shares — an estimated $6.64K sold.

Root Financial Partners first reported a position in FWONA in Q3 2025 and held it in 3 quarters. The position peaked at $6.64K in Q1 2026. 298 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

  • Root Financial Partners reported no remaining Liberty Media Series A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 85 Liberty Media Series A shares in Q2 2026, an estimated $6.64K.
  • Root Financial Partners first reported a position in Liberty Media Series A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Liberty Media Series A position peaked at $6.64K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.