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
Q3 		$368K Buy
11,885
+2,048
+21% +$56.8K 0.01% 553
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Avidian Wealth Enterprises's WBD Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Warner Bros (WBD) stake by 21% in Q3 2026, buying an estimated $56.8K and bringing the position to 11,885 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #553.

Avidian Wealth Enterprises first reported a position in WBD in Q4 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Avidian Wealth Enterprises held 11,885 shares of Warner Bros worth $368K as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,048 Warner Bros shares in Q3 2026, an estimated $56.8K.
  • Warner Bros made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #553 holding.
  • Avidian Wealth Enterprises first reported a position in Warner Bros in Q4 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.