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Activest Wealth Management’s Warner Bros WBD Stock Holding History

Activest 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
2026
Q2 		$18K Sell
676
-362
-35% -$9.79K ﹤0.01% 465
2026
Q1 		$28.5K Buy
1,038
+670
+182% +$18.8K 0.01% 438
2025
Q4 		$10.6K Buy
368
+166
+82% +$3.88K ﹤0.01% 648
2025
Q3 		$3.94K Buy
202
+70
+53% +$954 ﹤0.01% 688
2025
Q2 		$1.51K Sell
132
-556
-81% -$5.19K ﹤0.01% 724
2025
Q1 		$7.38K Buy
688
+588
+588% +$6.15K ﹤0.01% 452
2024
Q4 		$1.06K Sell
100
-387
-79% -$3.6K ﹤0.01% 460
2024
Q3 		$4.02K Hold
487
– – ﹤0.01% 381
2024
Q2 		$3.62K Buy
487
+448
+1,149% +$3.59K ﹤0.01% 365
2024
Q1 		$340 Hold
39
– – ﹤0.01% 350
2023
Q4 		$444 Hold
39
– – ﹤0.01% 304
2023
Q3 		$424 Hold
39
– – ﹤0.01% 319
2023
Q2 		$1.44K Buy
+39
New +$506 ﹤0.01% 267

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

Activest Wealth Management's WBD Position: Q2 2026 in Review

Activest Wealth Management reduced its Warner Bros (WBD) stake by 35% in Q2 2026, selling an estimated $9.79K and leaving 676 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Activest Wealth Management first reported a position in WBD in Q2 2023 and has held it in 13 quarters since. The position peaked at $28.5K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Activest Wealth Management held 676 shares of Warner Bros worth $18K as of Q2 2026.
  • Activest Wealth Management sold 362 Warner Bros shares in Q2 2026, an estimated $9.79K.
  • Warner Bros made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Activest Wealth Management first reported a position in Warner Bros in Q2 2023 and has held it in 13 quarters since.
  • Activest Wealth Management's Warner Bros position peaked at $28.5K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

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