Avestar Capital’s Warner Bros WBD Stock Holding History

Avestar Capital’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 Q1	$501K	Buy	18,243 +320	+2%	+$8.96K	0.03%	354
2025 Q4	$517K	Buy	+17,923	New	+$419K	0.04%	335
2025 Q3	–	Sell	-11,455	Closed	-$131K	–	539
2025 Q2	$131K	Sell	11,455 -2,142	-16%	-$20K	0.01%	477
2025 Q1	$146K	Sell	13,597 -740	-5%	-$7.74K	0.01%	468
2024 Q4	$152K	Buy	14,337 +1,228	+9%	+$11.4K	0.01%	493
2024 Q3	$108K	Buy	+13,109	New	+$102K	0.01%	456
2019 Q3	–	Sell	-1,871	Closed	-$39K	–	840
2019 Q2	$39K	Sell	1,871 -89	-5%	-$2.59K	0.02%	326
2019 Q1	$32K	Sell	1,960 -140	-7%	-$3.9K	0.02%	337
2018 Q4	$30K	Sell	2,100 -356	-14%	-$10.8K	0.02%	303
2018 Q3	$56K	Buy	2,456 +107	+5%	+$3.01K	0.03%	266
2018 Q2	$44K	Buy	2,349 +414	+21%	+$9.87K	0.03%	284
2018 Q1	$21K	Buy	1,935 +272	+16%	+$6.47K	0.01%	336
2017 Q4	$21K	Buy	+1,663	New	+$32.5K	0.02%	338

Other funds holding WBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return