Root Financial Partners
NWS icon

Root Financial Partners’s News Corp Class B NWS Stock Holding History

Root Financial Partners’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.2K Buy
+952
New +$31K ﹤0.01% 1339
2026
Q2 		– Sell
-629
Closed -$17.9K – 2255
2026
Q1 		$17.9K Buy
629
+209
+50% +$5.9K ﹤0.01% 1384
2025
Q4 		$12.4K Sell
420
-2
-0.5% -$60 ﹤0.01% 1407
2025
Q3 		$14.6K Buy
+422
New +$14.2K ﹤0.01% 1276

Other funds holding NWS

Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's NWS Position: Q3 2026 in Review

Root Financial Partners opened a new position in News Corp Class B (NWS) in Q3 2026: 952 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NWS as recently as Q1 2026.

Root Financial Partners first reported a position in NWS in Q3 2025 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold NWS as of Q3 2026.

  • Root Financial Partners held 952 shares of News Corp Class B worth $30.2K as of Q3 2026.
  • News Corp Class B was a new Root Financial Partners position in Q3 2026.
  • News Corp Class B made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1339 holding.
  • Root Financial Partners first reported a position in News Corp Class B in Q3 2025 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held News Corp Class B as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.