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Atria Investments’s Warner Bros WBD Stock Holding History

Atria Investments’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 		$699K Buy
26,218
+2,616
+11% +$70.8K 0.01% 1319
2026
Q1 		$648K Sell
23,602
-6,724
-22% -$188K 0.01% 1306
2025
Q4 		$874K Sell
30,326
-4,746
-14% -$111K 0.01% 1147
2025
Q3 		$685K Sell
35,072
-18,452
-34% -$251K 0.01% 1245
2025
Q2 		$613K Buy
53,524
+1,285
+2% +$12K 0.01% 1311
2025
Q1 		$561K Buy
52,239
+4,626
+10% +$48.4K 0.01% 1289
2024
Q4 		$503K Sell
47,613
-50,449
-51% -$469K 0.01% 1324
2024
Q3 		$809K Buy
98,062
+23,697
+32% +$185K 0.01% 1088
2024
Q2 		$553K Buy
+74,365
New +$596K 0.01% 1252
2024
Q1 		– Sell
-140,826
Closed -$1.6M – 1009
2023
Q4 		$1.6M Buy
140,826
+22,111
+19% +$239K 0.02% 684
2023
Q3 		$1.29M Buy
+118,715
New +$1.48M 0.02% 737
2020
Q2 		– Sell
-14,544
Closed -$283K – 770
2020
Q1 		$283K Buy
14,544
+3,510
+32% +$96.3K 0.02% 449
2019
Q4 		$361K Buy
+11,034
New +$332K 0.01% 911
2019
Q1 		– Sell
-13,260
Closed -$328K – 1033
2018
Q4 		$328K Buy
13,260
+2,624
+25% +$79.9K 0.01% 627
2018
Q3 		$340K Buy
+10,636
New +$300K 0.01% 725
2014
Q3 		– Sell
-5,599
Closed -$213K – 485
2014
Q2 		$213K Buy
+5,599
New +$220K 0.02% 394

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

Atria Investments's WBD Position: Q2 2026 in Review

Atria Investments increased its Warner Bros (WBD) stake by 11% in Q2 2026, buying an estimated $70.8K and bringing the position to 26,218 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #1319.

Atria Investments first reported a position in WBD in Q2 2014 and has held it in 16 quarters since. The position peaked at $1.6M in Q4 2023. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Atria Investments held 26,218 shares of Warner Bros worth $699K as of Q2 2026.
  • Atria Investments bought 2,616 Warner Bros shares in Q2 2026, an estimated $70.8K.
  • Warner Bros made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1319 holding.
  • Atria Investments first reported a position in Warner Bros in Q2 2014 and has held it in 16 quarters since.
  • Atria Investments's Warner Bros position peaked at $1.6M in Q4 2023.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.