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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
Q2 		– Sell
-629
Closed -$17.9K – 2255
2026
Q1 		$17.9K Buy
629
+209
+50% +$5.89K ﹤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

SL
SOF Ltd George Town, Cayman Islands $274M AUM 18.22% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

Root Financial Partners sold out of News Corp Class B (NWS) in Q2 2026, closing a stake of 629 shares — an estimated $17.9K sold.

Root Financial Partners first reported a position in NWS in Q3 2025 and held it in 3 quarters. The position peaked at $17.9K in Q1 2026. 345 funds tracked by Wall St. Rank hold NWS as of Q2 2026.

  • Root Financial Partners reported no remaining News Corp Class B position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 629 News Corp Class B shares in Q2 2026, an estimated $17.9K.
  • Root Financial Partners first reported a position in News Corp Class B in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's News Corp Class B position peaked at $17.9K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2026.

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