Bernard Wealth Management’s Warner Bros WBD Stock Holding History

Bernard Wealth Management’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
2025 Q2	–	Sell	-40	Closed	-$430	–	400
2025 Q1	$430	Buy	+40	New	+$418	﹤0.01%	368

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bernard Wealth Management's WBD Position: Q2 2025 in Review

Bernard Wealth Management sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 40 shares — an estimated $430 sold.

Bernard Wealth Management first reported a position in WBD in Q1 2025 and held it in 1 quarter. The position peaked at $430 in Q1 2025. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Bernard Wealth Management reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 40 Warner Bros shares in Q2 2025, an estimated $430.
Bernard Wealth Management first reported a position in Warner Bros in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Warner Bros position peaked at $430 in Q1 2025.
1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.