CWM
WBD icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return