UCFA
NWSA icon

United Capital Financial Advisors’s News Corp Class A NWSA Stock Holding History

United Capital Financial Advisors’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$513K Buy
20,588
+3,301
+19% +$81.8K ﹤0.01% 1062
2025
Q4 		$452K Buy
17,287
+2,823
+20% +$74.1K ﹤0.01% 1005
2025
Q3 		$444K Buy
14,464
+182
+1% +$5.39K ﹤0.01% 892
2025
Q2 		$424K Buy
14,282
+104
+0.7% +$2.86K ﹤0.01% 819
2025
Q1 		$386K Buy
14,178
+808
+6% +$22.6K ﹤0.01% 818
2024
Q4 		$368K Sell
13,370
-563
-4% -$15.7K ﹤0.01% 823
2024
Q3 		$371K Buy
13,933
+308
+2% +$8.37K ﹤0.01% 812
2024
Q2 		$376K Buy
13,625
+382
+3% +$9.87K ﹤0.01% 782
2024
Q1 		$347K Sell
13,243
-1,168
-8% -$29.6K ﹤0.01% 838
2023
Q4 		$354K Buy
+14,411
New +$313K ﹤0.01% 815

Other funds holding NWSA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return