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Advisor OS’s Warner Bros WBD Stock Holding History

Advisor OS’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 		$346K Sell
12,987
-8
-0.1% -$216 0.02% 416
2026
Q1 		$357K Buy
12,995
+1,320
+11% +$37K 0.03% 389
2025
Q4 		$336K Buy
+11,675
New +$273K 0.03% 356

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 40.89% 1-Year Est. Return

Advisor OS's WBD Position: Q2 2026 in Review

Advisor OS reduced its Warner Bros (WBD) stake by 0.06% in Q2 2026, selling an estimated $216 and leaving 12,987 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #416.

Advisor OS first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $357K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Advisor OS held 12,987 shares of Warner Bros worth $346K as of Q2 2026.
  • Advisor OS sold 8 Warner Bros shares in Q2 2026, an estimated $216.
  • Warner Bros made up 0.02% of Advisor OS's portfolio in Q2 2026, its #416 holding.
  • Advisor OS first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Advisor OS's Warner Bros position peaked at $357K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.