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Center for Financial Planning’s Warner Bros WBD Stock Holding History

Center for Financial Planning’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 		$45.6K Hold
1,710
– – ﹤0.01% 329
2026
Q1 		$47K Sell
1,710
-479
-22% -$13.4K ﹤0.01% 312
2025
Q4 		$63.1K Hold
2,189
– – 0.01% 273
2025
Q3 		$42.8K Sell
2,189
-356
-14% -$4.85K ﹤0.01% 324
2025
Q2 		$29.2K Sell
2,545
-234
-8% -$2.18K ﹤0.01% 353
2025
Q1 		$29.8K Hold
2,779
– – ﹤0.01% 347
2024
Q4 		$29.4K Sell
2,779
-514
-16% -$4.78K ﹤0.01% 314
2024
Q3 		$27.2K Buy
3,293
+137
+4% +$1.07K ﹤0.01% 309
2024
Q2 		$23.5K Sell
3,156
-189
-6% -$1.51K ﹤0.01% 306
2024
Q1 		$29.2K Buy
3,345
+193
+6% +$1.86K ﹤0.01% 294
2023
Q4 		$35.9K Hold
3,152
– – 0.01% 257
2023
Q3 		$34.2K Sell
3,152
-154
-5% -$1.92K 0.01% 251
2023
Q2 		$41.5K Sell
3,306
-258
-7% -$3.35K 0.01% 252
2023
Q1 		$53.8K Buy
3,564
+72
+2% +$1.02K 0.01% 208
2022
Q4 		$33.1K Sell
3,492
-187
-5% -$2.11K 0.01% 251
2022
Q3 		$42K Buy
3,679
+455
+14% +$6.18K 0.01% 227
2022
Q2 		$43K Buy
3,224
+3,184
+7,960% +$59.1K 0.01% 230
2022
Q1 		$1K Hold
40
– – ﹤0.01% 527
2021
Q4 		$1K Hold
40
– – ﹤0.01% 528
2021
Q3 		$1K Hold
40
– – ﹤0.01% 482
2021
Q2 		$1K Hold
40
– – ﹤0.01% 488
2021
Q1 		$2K Hold
40
– – ﹤0.01% 499
2020
Q4 		$1K Hold
40
– – ﹤0.01% 460
2020
Q3 		$1K Hold
40
– – ﹤0.01% 435
2020
Q2 		$1K Sell
40
-181
-82% -$3.91K ﹤0.01% 440
2020
Q1 		$4K Buy
221
+181
+453% +$4.97K ﹤0.01% 443
2019
Q4 		$1K Buy
+40
New +$1.21K ﹤0.01% 451

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

Center for Financial Planning's WBD Position: Q2 2026 in Review

Center for Financial Planning held its Warner Bros (WBD) position steady in Q2 2026 at 1,710 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Center for Financial Planning first reported a position in WBD in Q4 2019 and has held it in 27 quarters since. The position peaked at $63.1K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Center for Financial Planning held 1,710 shares of Warner Bros worth $45.6K as of Q2 2026.
  • Center for Financial Planning left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #329 holding.
  • Center for Financial Planning first reported a position in Warner Bros in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Warner Bros position peaked at $63.1K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.