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Atria Wealth Solutions’s Warner Bros WBD Stock Holding History

Atria Wealth Solutions’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
-56,650
Closed -$608K – 1923
2025
Q1 		$608K Sell
56,650
-8,043
-12% -$84.1K 0.01% 1104
2024
Q4 		$684K Sell
64,693
-43,250
-40% -$402K 0.01% 1090
2024
Q3 		$891K Sell
107,943
-28,357
-21% -$222K 0.01% 952
2024
Q2 		$1.01M Sell
136,300
-31,912
-19% -$256K 0.01% 896
2024
Q1 		$1.47M Sell
168,212
-36,160
-18% -$348K 0.02% 745
2023
Q4 		$2.33M Sell
204,372
-63,135
-24% -$681K 0.03% 560
2023
Q3 		$2.91M Buy
267,507
+16,402
+7% +$205K 0.04% 444
2023
Q2 		$3.15M Buy
251,105
+10,021
+4% +$130K 0.04% 427
2023
Q1 		$3.64M Buy
241,084
+26,472
+12% +$377K 0.05% 352
2022
Q4 		$2.03M Sell
214,612
-64,816
-23% -$732K 0.03% 509
2022
Q3 		$3.21M Buy
279,428
+177,719
+175% +$2.42M 0.06% 332
2022
Q2 		$1.36M Buy
101,709
+68,422
+206% +$1.27M 0.03% 570
2022
Q1 		$830K Buy
+33,287
New +$913K 0.01% 807

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's WBD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 56,650 shares — an estimated $608K sold.

Atria Wealth Solutions first reported a position in WBD in Q1 2022 and held it in 13 quarters. The position peaked at $3.64M in Q1 2023. 1,158 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 56,650 Warner Bros shares in Q2 2025, an estimated $608K.
  • Atria Wealth Solutions first reported a position in Warner Bros in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Warner Bros position peaked at $3.64M in Q1 2023.
  • 1,158 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.