NWS β€” NEWS CORP NEW

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported NEWS CORP NEW (NWS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows NWS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NWS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in NEWS CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NWS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL SECURITIES, INC. held NWS β€” position size vs. price
% of Fund (quarterly)    NWS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 193 +21 +12.2% 0.00% $7K 2025-11-12 $30.22
2025 Q2 ADDED 172 +90 +109.8% 0.00% $6K 2025-08-11 $32.66
2025 Q1 UNCHANGED 82 β€” 0% 0.00% $2K 2025-04-30 $31.21
2024 Q4 REDUCED 82 -105 -56.1% 0.00% $2K 2025-01-30 $31.28
2024 Q3 ADDED 187 +7 +3.9% 0.00% $5K 2024-10-28 $27.96
2024 Q2 ADDED 180 +7 +4.0% 0.00% $5K 2024-07-31 $28.10
2024 Q1 ADDED 173 +24 +16.1% 0.00% $5K 2024-05-10 $25.51
2023 Q4 INITIATED 149 β€” β€” 0.00% $4K 2024-02-07 $24.87

FAQ About PRINCIPAL SECURITIES, INC. and NWS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning NWS?

PRINCIPAL SECURITIES, INC. reported NWS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NWS position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for NWS was 0.00% in 2024 Q1.

What is the latest reported NWS position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 193 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this NWS ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly NWS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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