Capital A Wealth Management’s Warner Bros WBD Stock Holding History

Capital A 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	-1,723	Closed	-$18.5K	–	838
2025 Q1	$18.5K	Sell	1,723 -99	-5%	-$1.03K	0.02%	232
2024 Q4	$19.3K	Buy	+1,822	New	+$16.9K	0.03%	238

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

Capital A Wealth Management's WBD Position: Q2 2025 in Review

Capital A Wealth Management sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 1,723 shares — an estimated $18.5K sold.

Capital A Wealth Management first reported a position in WBD in Q4 2024 and held it in 2 quarters. The position peaked at $19.3K in Q4 2024. 1,157 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Capital A Wealth Management reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 1,723 Warner Bros shares in Q2 2025, an estimated $18.5K.
Capital A Wealth Management first reported a position in Warner Bros in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Warner Bros position peaked at $19.3K in Q4 2024.
1,157 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.