Anderson Financial Strategies’s Warner Bros WBD Stock Holding History

Anderson Financial Strategies’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 Q2	–	Sell	-180	Closed	-$1.93K	–	224
2025 Q1	$1.93K	Buy	+180	New	+$1.88K	﹤0.01%	215

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anderson Financial Strategies's WBD Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 180 shares — an estimated $1.93K sold.

Anderson Financial Strategies first reported a position in WBD in Q1 2025 and held it in 1 quarter. The position peaked at $1.93K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Anderson Financial Strategies reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
Anderson Financial Strategies sold 180 Warner Bros shares in Q2 2025, an estimated $1.93K.
Anderson Financial Strategies first reported a position in Warner Bros in Q1 2025 and held it in 1 quarter.
Anderson Financial Strategies's Warner Bros position peaked at $1.93K in Q1 2025.
1,157 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.