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Crestwood Advisors Group’s Warner Bros WBD Stock Holding History

Crestwood Advisors Group’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 		$446K Sell
16,730
-319
-2% -$8.63K 0.01% 536
2026
Q1 		$468K Buy
17,049
+3,962
+30% +$111K 0.01% 441
2025
Q4 		$377K Buy
+13,087
New +$306K 0.01% 454

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 40.89% 1-Year Est. Return

Crestwood Advisors Group's WBD Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Warner Bros (WBD) stake by 1.9% in Q2 2026, selling an estimated $8.63K and leaving 16,730 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #536.

Crestwood Advisors Group first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Crestwood Advisors Group held 16,730 shares of Warner Bros worth $446K as of Q2 2026.
  • Crestwood Advisors Group sold 319 Warner Bros shares in Q2 2026, an estimated $8.63K.
  • Warner Bros made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #536 holding.
  • Crestwood Advisors Group first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Warner Bros position peaked at $468K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.