CIA
WBD

Concurrent Investment Advisors’s Warner Bros WBD Stock Holding History

Concurrent 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
Q2 		$823K Buy
30,862
+6,037
+24% +$163K 0.01% 1121
2026
Q1 		$682K Sell
24,825
-108,008
-81% -$3.02M 0.01% 1071
2025
Q4 		$3.83M Buy
132,833
+111,442
+521% +$2.6M 0.04% 392
2025
Q3 		$418K Sell
21,391
-2,021
-9% -$27.5K 0.01% 994
2025
Q2 		$268K Sell
23,412
-3,036
-11% -$28.3K 0.01% 1116
2025
Q1 		$284K Buy
26,448
+802
+3% +$8.39K 0.01% 957
2024
Q4 		$271K Sell
25,646
-3,172
-11% -$29.5K 0.01% 870
2024
Q3 		$238K Sell
28,818
-567
-2% -$4.43K 0.01% 874
2024
Q2 		$219K Buy
29,385
+5,129
+21% +$41.1K 0.01% 845
2024
Q1 		$212K Sell
24,256
-2,627
-10% -$25.3K 0.01% 792
2023
Q4 		$306K Buy
+26,883
New +$290K 0.01% 647

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Concurrent Investment Advisors's WBD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Warner Bros (WBD) stake by 24% in Q2 2026, buying an estimated $163K and bringing the position to 30,862 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #1121.

Concurrent Investment Advisors first reported a position in WBD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.83M in Q4 2025. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Concurrent Investment Advisors held 30,862 shares of Warner Bros worth $823K as of Q2 2026.
  • Concurrent Investment Advisors bought 6,037 Warner Bros shares in Q2 2026, an estimated $163K.
  • Warner Bros made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1121 holding.
  • Concurrent Investment Advisors first reported a position in Warner Bros in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Warner Bros position peaked at $3.83M in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.