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Accredited Wealth Management’s Warner Bros WBD Stock Holding History

Accredited Wealth Management’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
2025
Q3 		– Sell
-181
Closed -$2.08K – 394
2025
Q2 		$2.08K Hold
181
– – ﹤0.01% 346
2025
Q1 		$1.94K Hold
181
– – ﹤0.01% 331
2024
Q4 		$1.91K Buy
+181
New +$1.68K ﹤0.01% 329

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Accredited Wealth Management's WBD Position: Q3 2025 in Review

Accredited Wealth Management sold out of Warner Bros (WBD) in Q3 2025, closing a stake of 181 shares — an estimated $2.08K sold.

Accredited Wealth Management first reported a position in WBD in Q4 2024 and held it in 3 quarters. The position peaked at $2.08K in Q2 2025. 1,152 funds tracked by Wall St. Rank hold WBD as of Q3 2025.

  • Accredited Wealth Management reported no remaining Warner Bros position as of Q3 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 181 Warner Bros shares in Q3 2025, an estimated $2.08K.
  • Accredited Wealth Management first reported a position in Warner Bros in Q4 2024 and held it in 3 quarters.
  • Accredited Wealth Management's Warner Bros position peaked at $2.08K in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Warner Bros as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.