Whipplewood Advisors’s Liberty Media Series A FWONA Stock Holding History

Whipplewood Advisors’s Portfolio FWONA Stock Details FWONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-122	Closed	-$9.53K	–	817
2026 Q1	$9.53K	Buy	+122	New	+$9.76K	﹤0.01%	500
2025 Q3	–	Sell	-122	Closed	-$11.6K	–	639
2025 Q2	$11.6K	Buy	122 +116	+1,933%	+$9.8K	0.01%	545
2025 Q1	$9.94K	Sell	6 -116	-95%	-$9.87K	0.01%	567
2024 Q4	$10.3K	Buy	+122	New	+$9.49K	0.01%	551

Other funds holding FWONA

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Whipplewood Advisors's FWONA Position: Q2 2026 in Review

Whipplewood Advisors sold out of Liberty Media Series A (FWONA) in Q2 2026, closing a stake of 122 shares — an estimated $9.53K sold.

Whipplewood Advisors first reported a position in FWONA in Q4 2024 and held it in 4 quarters. The position peaked at $11.6K in Q2 2025. 296 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

Whipplewood Advisors reported no remaining Liberty Media Series A position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 122 Liberty Media Series A shares in Q2 2026, an estimated $9.53K.
Whipplewood Advisors first reported a position in Liberty Media Series A in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Liberty Media Series A position peaked at $11.6K in Q2 2025.
296 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.