SimplyRich’s Fox Class B FOX Stock Holding History

SimplyRich’s Portfolio FOX Stock Details FOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Sell	5,161 -259	-5%	-$14.4K	0.06%	163
2026 Q1	$287K	Sell	5,420 -259	-5%	-$15K	0.07%	200
2025 Q4	$368K	Buy	5,679 +9	+0.2%	+$525	0.1%	157
2025 Q3	$324K	Buy	5,670 +131	+2%	+$6.91K	0.09%	174
2025 Q2	$285K	Sell	5,539 -69	-1%	-$3.36K	0.08%	189
2025 Q1	$295K	Buy	5,608 +69	+1%	+$3.43K	0.09%	184
2024 Q4	$253K	Buy	+5,539	New	+$233K	0.07%	202

Other funds holding FOX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SimplyRich's FOX Position: Q2 2026 in Review

SimplyRich reduced its Fox Class B (FOX) stake by 4.8% in Q2 2026, selling an estimated $14.4K and leaving 5,161 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #163.

SimplyRich first reported a position in FOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q4 2025. 511 funds tracked by Wall St. Rank hold FOX as of Q2 2026.

SimplyRich held 5,161 shares of Fox Class B worth $241K as of Q2 2026.
SimplyRich sold 259 Fox Class B shares in Q2 2026, an estimated $14.4K.
Fox Class B made up 0.06% of SimplyRich's portfolio in Q2 2026, its #163 holding.
SimplyRich first reported a position in Fox Class B in Q4 2024 and has held it in 7 quarters since.
SimplyRich's Fox Class B position peaked at $368K in Q4 2025.
511 funds tracked by Wall St. Rank held Fox Class B as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.