Avantax Advisory Services’s Warner Bros WBD Stock Holding History

Avantax Advisory Services’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	$626K	Buy	54,586 +7,746	+17%	+$72.2K	﹤0.01%	1457
2025 Q1	$503K	Buy	46,840 +7,952	+20%	+$83.2K	﹤0.01%	1496
2024 Q4	$411K	Buy	38,888 +638	+2%	+$5.93K	﹤0.01%	1572
2024 Q3	$316K	Sell	38,250 -1,482	-4%	-$11.6K	﹤0.01%	1713
2024 Q2	$296K	Buy	39,732 +704	+2%	+$5.64K	﹤0.01%	1708
2024 Q1	$341K	Sell	39,028 -2,328	-6%	-$22.4K	﹤0.01%	1232
2023 Q4	$471K	Sell	41,356 -1,523	-4%	-$16.4K	﹤0.01%	1020
2023 Q3	$466K	Sell	42,879 -4,550	-10%	-$56.8K	0.01%	979
2023 Q2	$595K	Sell	47,429 -2,927	-6%	-$38K	0.01%	882
2023 Q1	$760K	Buy	50,356 +770	+2%	+$11K	0.01%	755
2022 Q4	$470K	Sell	49,586 -17,578	-26%	-$198K	0.01%	892
2022 Q3	$772K	Sell	67,164 -17,549	-21%	-$238K	0.01%	636
2022 Q2	$1.14M	Buy	+84,713	New	+$1.57M	0.02%	510

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

Avantax Advisory Services's WBD Position: Q2 2025 in Review

Avantax Advisory Services increased its Warner Bros (WBD) stake by 17% in Q2 2025, buying an estimated $72.2K and bringing the position to 54,586 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Avantax Advisory Services first reported a position in WBD in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q2 2022. 1,157 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Avantax Advisory Services held 54,586 shares of Warner Bros worth $626K as of Q2 2025.
Avantax Advisory Services bought 7,746 Warner Bros shares in Q2 2025, an estimated $72.2K.
Warner Bros made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1457 holding.
Avantax Advisory Services first reported a position in Warner Bros in Q2 2022 and has held it in 13 quarters since.
Avantax Advisory Services's Warner Bros position peaked at $1.14M in Q2 2022.
1,157 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.