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SHP Wealth Management’s Liberty Media Series C FWONK Stock Holding History

SHP Wealth Management’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78K Hold
21
– – ﹤0.01% 1309
2025
Q4 		$2.07K Buy
+21
New +$2.06K ﹤0.01% 1125

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's FWONK Position: Q1 2026 in Review

SHP Wealth Management held its Liberty Media Series C (FWONK) position steady in Q1 2026 at 21 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

SHP Wealth Management first reported a position in FWONK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.07K in Q4 2025. 612 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • SHP Wealth Management held 21 shares of Liberty Media Series C worth $1.78K as of Q1 2026.
  • SHP Wealth Management left its Liberty Media Series C share count unchanged in Q1 2026.
  • Liberty Media Series C made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1309 holding.
  • SHP Wealth Management first reported a position in Liberty Media Series C in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Liberty Media Series C position peaked at $2.07K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.