AWE
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Avidian Wealth Enterprises’s Warner Bros WBD Stock Holding History

Avidian Wealth Enterprises’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 		$262K Buy
9,837
+561
+6% +$15.2K 0.01% 635
2026
Q1 		$255K Buy
9,276
+284
+3% +$7.95K 0.01% 579
2025
Q4 		$259K Buy
+8,992
New +$210K 0.01% 503

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 40.89% 1-Year Est. Return

Avidian Wealth Enterprises's WBD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Warner Bros (WBD) stake by 6% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,837 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #635.

Avidian Wealth Enterprises first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Avidian Wealth Enterprises held 9,837 shares of Warner Bros worth $262K as of Q2 2026.
  • Avidian Wealth Enterprises bought 561 Warner Bros shares in Q2 2026, an estimated $15.2K.
  • Warner Bros made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #635 holding.
  • Avidian Wealth Enterprises first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.