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Basecamp Wealth Advisors’s Warner Bros WBD Stock Holding History

Basecamp Wealth Advisors’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 		$41.1K Buy
1,540
+76
+5% +$2.06K 0.01% 593
2026
Q1 		$40.2K Buy
1,464
+18
+1% +$504 0.01% 609
2025
Q4 		$41.7K Buy
+1,446
New +$33.8K 0.01% 572

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 40.91% 1-Year Est. Return

Basecamp Wealth Advisors's WBD Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Warner Bros (WBD) stake by 5.2% in Q2 2026, buying an estimated $2.06K and bringing the position to 1,540 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #593.

Basecamp Wealth Advisors first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.7K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Basecamp Wealth Advisors held 1,540 shares of Warner Bros worth $41.1K as of Q2 2026.
  • Basecamp Wealth Advisors bought 76 Warner Bros shares in Q2 2026, an estimated $2.06K.
  • Warner Bros made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #593 holding.
  • Basecamp Wealth Advisors first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Warner Bros position peaked at $41.7K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.