True Wealth Design’s News Corp Class B NWS Stock Holding History

True Wealth Design’s Portfolio NWS Stock Details NWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57K	Buy	56 +35	+167%	+$1.04K	﹤0.01%	1799
2026 Q1	$599	Buy	21 +7	+50%	+$197	﹤0.01%	1987
2025 Q4	$415	Sell	14 -111	-89%	-$3.31K	﹤0.01%	2013
2025 Q3	$4.32K	Hold	125	–	–	﹤0.01%	1139
2025 Q2	$4.29K	Buy	125 +1	+0.8%	+$32	﹤0.01%	867
2025 Q1	$3.77K	Buy	124 +111	+854%	+$3.51K	﹤0.01%	778
2024 Q4	$396	Hold	13	–	–	﹤0.01%	1129
2024 Q3	$364	Hold	13	–	–	﹤0.01%	1138
2024 Q2	$370	Buy	13 +3	+30%	+$80	﹤0.01%	694
2024 Q1	$271	Buy	10 +4	+67%	+$106	﹤0.01%	722
2023 Q4	$155	Hold	6	–	–	﹤0.01%	709
2023 Q3	$126	Hold	6	–	–	﹤0.01%	704
2023 Q2	$119	Buy	6 +1	+20%	+$18	﹤0.01%	710
2023 Q1	$88	Hold	5	–	–	﹤0.01%	800
2022 Q4	$92	Buy	+5	New	+$88	﹤0.01%	737

Other funds holding NWS

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return