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Aaron Wealth Advisors’s Warner Bros WBD Stock Holding History

Aaron 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 		$751K Sell
28,173
-942
-3% -$25.5K 0.04% 317
2026
Q1 		$799K Sell
29,115
-18
-0.1% -$504 0.05% 274
2025
Q4 		$840K Buy
29,133
+10,729
+58% +$251K 0.05% 287
2025
Q3 		$359K Buy
+18,404
New +$251K 0.02% 489

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

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

Aaron Wealth Advisors reduced its Warner Bros (WBD) stake by 3.2% in Q2 2026, selling an estimated $25.5K and leaving 28,173 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #317.

Aaron Wealth Advisors first reported a position in WBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $840K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Aaron Wealth Advisors held 28,173 shares of Warner Bros worth $751K as of Q2 2026.
  • Aaron Wealth Advisors sold 942 Warner Bros shares in Q2 2026, an estimated $25.5K.
  • Warner Bros made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #317 holding.
  • Aaron Wealth Advisors first reported a position in Warner Bros in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Warner Bros position peaked at $840K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.