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Root Financial Partners’s News Corp Class A NWSA Stock Holding History

Root Financial Partners’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,188
Closed -$54.5K – 2256
2026
Q1 		$54.5K Buy
2,188
+1,073
+96% +$26.6K ﹤0.01% 841
2025
Q4 		$29.1K Sell
1,115
-27
-2% -$708 ﹤0.01% 961
2025
Q3 		$35.1K Buy
+1,142
New +$33.8K ﹤0.01% 813

Other funds holding NWSA

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

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

Root Financial Partners sold out of News Corp Class A (NWSA) in Q2 2026, closing a stake of 2,188 shares — an estimated $54.5K sold.

Root Financial Partners first reported a position in NWSA in Q3 2025 and held it in 3 quarters. The position peaked at $54.5K in Q1 2026. 636 funds tracked by Wall St. Rank hold NWSA as of Q2 2026.

  • Root Financial Partners reported no remaining News Corp Class A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,188 News Corp Class A shares in Q2 2026, an estimated $54.5K.
  • Root Financial Partners first reported a position in News Corp Class A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's News Corp Class A position peaked at $54.5K in Q1 2026.
  • 636 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2026.

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