Bell Investment Advisors’s Warner Bros WBD Stock Holding History

Bell Investment 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 Q1	$21.5K	Sell	784 -65	-8%	-$1.82K	﹤0.01%	436
2025 Q4	$24.5K	Buy	849 +305	+56%	+$7.13K	﹤0.01%	392
2025 Q3	$10.6K	Sell	544 -11	-2%	-$150	﹤0.01%	623
2025 Q2	$6.36K	Buy	555 +26	+5%	+$242	﹤0.01%	873
2025 Q1	$5.68K	Sell	529 -163	-24%	-$1.71K	﹤0.01%	860
2024 Q4	$7.32K	Buy	692 +215	+45%	+$2K	﹤0.01%	740
2024 Q3	$3.94K	Sell	477 -48	-9%	-$375	﹤0.01%	1059
2024 Q2	$3.91K	Sell	525 -354	-40%	-$2.84K	﹤0.01%	1046
2024 Q1	$7.67K	Buy	879 +9	+1%	+$87	﹤0.01%	702
2023 Q4	$9.9K	Sell	870 -118	-12%	-$1.27K	﹤0.01%	566
2023 Q3	$10.7K	Buy	988 +15	+2%	+$187	﹤0.01%	479
2023 Q2	$12.2K	Sell	973 -128	-12%	-$1.66K	﹤0.01%	444
2023 Q1	$16.6K	Sell	1,101 -212	-16%	-$3.02K	﹤0.01%	343
2022 Q4	$12.4K	Buy	1,313 +199	+18%	+$2.25K	﹤0.01%	414
2022 Q3	$13K	Sell	1,114 -265	-19%	-$3.6K	﹤0.01%	357
2022 Q2	$19K	Buy	+1,379	New	+$25.6K	0.01%	276
2021 Q4	$4K	Buy	164 +79	+93%	+$1.97K	﹤0.01%	911
2021 Q3	$2K	Buy	+85	New	+$2.39K	﹤0.01%	1184

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