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Beverly Hills Private Wealth’s Warner Bros WBD Stock Holding History

Beverly Hills Private Wealth’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 		$255K Buy
+9,557
New +$259K 0.05% 218

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

Beverly Hills Private Wealth's WBD Position: Q2 2026 in Review

Beverly Hills Private Wealth opened a new position in Warner Bros (WBD) in Q2 2026: 9,557 shares worth $255K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Beverly Hills Private Wealth held 9,557 shares of Warner Bros worth $255K as of Q2 2026.
  • Warner Bros was a new Beverly Hills Private Wealth position in Q2 2026.
  • Warner Bros made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #218 holding.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.