United Capital Financial Advisors’s Liberty Media Series C FWONK Stock Holding History

United Capital Financial Advisors’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 Q2	$458K	Buy	4,817 +544	+13%	+$48.6K	﹤0.01%	1172
2026 Q1	$363K	Sell	4,273 -219	-5%	-$19.1K	﹤0.01%	1233
2025 Q4	$443K	Buy	4,492 +346	+8%	+$34K	﹤0.01%	1015
2025 Q3	$433K	Buy	4,146 +559	+16%	+$56.7K	﹤0.01%	899
2025 Q2	$375K	Sell	3,587 -75	-2%	-$6.97K	﹤0.01%	864
2025 Q1	$330K	Sell	3,662 -26	-0.7%	-$2.41K	﹤0.01%	862
2024 Q4	$342K	Sell	3,688 -27	-0.7%	-$2.29K	﹤0.01%	844
2024 Q3	$288K	Buy	3,715 +23	+0.6%	+$1.77K	﹤0.01%	889
2024 Q2	$265K	Buy	3,692 +69	+2%	+$4.87K	﹤0.01%	893
2024 Q1	$238K	Buy	3,623 +122	+3%	+$8.19K	﹤0.01%	958
2023 Q4	$221K	Buy	+3,501	New	+$229K	﹤0.01%	973

Other funds holding FWONK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

United Capital Financial Advisors's FWONK Position: Q2 2026 in Review

United Capital Financial Advisors increased its Liberty Media Series C (FWONK) stake by 13% in Q2 2026, buying an estimated $48.6K and bringing the position to 4,817 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

United Capital Financial Advisors first reported a position in FWONK in Q4 2023 and has held it in 11 quarters since. 628 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

United Capital Financial Advisors held 4,817 shares of Liberty Media Series C worth $458K as of Q2 2026.
United Capital Financial Advisors bought 544 Liberty Media Series C shares in Q2 2026, an estimated $48.6K.
Liberty Media Series C made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1172 holding.
United Capital Financial Advisors first reported a position in Liberty Media Series C in Q4 2023 and has held it in 11 quarters since.
628 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.