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180 Wealth Advisors’s Warner Bros WBD Stock Holding History

180 Wealth Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$929K Sell
34,830
-80
-0.2% -$2.16K 0.09% 211
2026
Q1 		$959K Sell
34,910
-7,335
-17% -$205K 0.11% 200
2025
Q4 		$1.22M Sell
42,245
-1,563
-4% -$36.5K 0.14% 150
2025
Q3 		$856K Sell
43,808
-19,572
-31% -$267K 0.1% 182
2025
Q2 		$726K Sell
63,380
-10,283
-14% -$95.9K 0.1% 188
2025
Q1 		$790K Sell
73,663
-2,942
-4% -$30.8K 0.13% 159
2024
Q4 		$810K Buy
76,605
+3,194
+4% +$29.7K 0.13% 151
2024
Q3 		$606K Buy
73,411
+5,064
+7% +$39.6K 0.1% 198
2024
Q2 		$504K Buy
68,347
+10,826
+19% +$86.7K 0.08% 216
2024
Q1 		$502K Buy
57,521
+26,636
+86% +$257K 0.09% 206
2023
Q4 		$360K Buy
30,885
+11,172
+57% +$121K 0.07% 245
2023
Q3 		$214K Sell
19,713
-9,664
-33% -$121K 0.05% 320
2023
Q2 		$382K Buy
29,377
+3,960
+16% +$51.4K 0.08% 217
2023
Q1 		$384K Buy
25,417
+6,647
+35% +$94.6K 0.09% 216
2022
Q4 		$282K Buy
18,770
+1,696
+10% +$19.1K 0.07% 276
2022
Q3 		$196K Buy
+17,074
New +$232K 0.05% 321
2019
Q2 		– Sell
-10,023
Closed -$288K – 263
2019
Q1 		$288K Buy
10,023
+1,199
+14% +$33.4K 0.13% 195
2018
Q4 		$282K Hold
8,824
– – 0.13% 191
2018
Q3 		$282K Buy
+8,824
New +$249K 0.13% 191

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

180 Wealth Advisors's WBD Position: Q2 2026 in Review

180 Wealth Advisors reduced its Warner Bros (WBD) stake by 0.23% in Q2 2026, selling an estimated $2.16K and leaving 34,830 shares worth $929K. The position accounts for 0.09% of the portfolio, ranked #211.

180 Wealth Advisors first reported a position in WBD in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • 180 Wealth Advisors held 34,830 shares of Warner Bros worth $929K as of Q2 2026.
  • 180 Wealth Advisors sold 80 Warner Bros shares in Q2 2026, an estimated $2.16K.
  • Warner Bros made up 0.09% of 180 Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • 180 Wealth Advisors first reported a position in Warner Bros in Q3 2018 and has held it in 19 quarters since.
  • 180 Wealth Advisors's Warner Bros position peaked at $1.22M in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.