Congress Wealth Management’s Warner Bros WBD Stock Holding History

Congress 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	$439K	Buy	38,346 +6,574	+21%	+$61.3K	﹤0.01%	962
2025 Q1	$343K	Buy	31,772 +20,957	+194%	+$219K	﹤0.01%	914
2024 Q4	$114K	Buy	+10,815	New	+$100K	﹤0.01%	868
2024 Q1	–	Sell	-10,681	Closed	-$122K	–	644
2023 Q4	$122K	Buy	10,681 +76	+0.7%	+$820	﹤0.01%	602
2023 Q3	$115K	Buy	+10,605	New	+$132K	﹤0.01%	592
2022 Q4	–	Sell	-10,584	Closed	-$122K	–	587
2022 Q3	$122K	Sell	10,584 -454	-4%	-$6.17K	﹤0.01%	538
2022 Q2	$148K	Buy	+11,038	New	+$205K	﹤0.01%	542

Other funds holding WBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management increased its Warner Bros (WBD) stake by 21% in Q2 2025, buying an estimated $61.3K and bringing the position to 38,346 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Congress Wealth Management first reported a position in WBD in Q2 2022 and has held it in 7 quarters since. 1,158 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Congress Wealth Management held 38,346 shares of Warner Bros worth $439K as of Q2 2025.
Congress Wealth Management bought 6,574 Warner Bros shares in Q2 2025, an estimated $61.3K.
Warner Bros made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #962 holding.
Congress Wealth Management first reported a position in Warner Bros in Q2 2022 and has held it in 7 quarters since.
1,158 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.