Root Financial Partners
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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
Q3 		$177K Buy
+6,178
New +$178K 0.01% 492
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

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BlackRock
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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
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Root Financial Partners opened a new position in News Corp Class A (NWSA) in Q3 2026: 6,178 shares worth $177K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NWSA as recently as Q1 2026.

Root Financial Partners first reported a position in NWSA in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold NWSA as of Q3 2026.

  • Root Financial Partners held 6,178 shares of News Corp Class A worth $177K as of Q3 2026.
  • News Corp Class A was a new Root Financial Partners position in Q3 2026.
  • News Corp Class A made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #492 holding.
  • Root Financial Partners first reported a position in News Corp Class A in Q3 2025 and has held it in 4 quarters since.
  • 562 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2026.

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