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Strategic Wealth Partners’s Liberty Media Series C FWONK Stock Holding History

Strategic Wealth Partners’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 		– Sell
-76
Closed -$7.49K – 1508
2025
Q4 		$7.49K Buy
+76
New +$7.46K ﹤0.01% 960

Other funds holding FWONK

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Vanguard Capital Management
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Vanguard Portfolio Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Strategic Wealth Partners's FWONK Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Liberty Media Series C (FWONK) in Q1 2026, closing a stake of 76 shares — an estimated $7.49K sold.

Strategic Wealth Partners first reported a position in FWONK in Q4 2025 and held it in 1 quarter. The position peaked at $7.49K in Q4 2025. 613 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Liberty Media Series C position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 76 Liberty Media Series C shares in Q1 2026, an estimated $7.49K.
  • Strategic Wealth Partners first reported a position in Liberty Media Series C in Q4 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Liberty Media Series C position peaked at $7.49K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.