EWP
WBD icon

Elevation Wealth Partners’s Warner Bros WBD Stock Holding History

Elevation Wealth Partners’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 		$26.9K Buy
1,009
+395
+64% +$10.7K 0.01% 490
2026
Q1 		$16.9K Buy
614
+82
+15% +$2.3K 0.01% 413
2025
Q4 		$15.3K Sell
532
-3
-0.6% -$70 0.01% 419
2025
Q3 		$10.4K Buy
535
+160
+43% +$2.18K ﹤0.01% 384
2025
Q2 		$4.3K Buy
375
+282
+303% +$2.63K ﹤0.01% 409
2025
Q1 		$998 Hold
93
– – ﹤0.01% 444
2024
Q4 		$984 Buy
93
+1
+1% +$9 ﹤0.01% 450
2024
Q3 		$759 Sell
92
-44
-32% -$344 ﹤0.01% 440
2024
Q2 		$1.01K Buy
136
+92
+209% +$737 ﹤0.01% 464
2024
Q1 		$385 Sell
44
-55
-56% -$530 ﹤0.01% 441
2023
Q4 		$1.08K Buy
99
+55
+125% +$594 ﹤0.01% 404
2023
Q3 		$478 Hold
44
– – ﹤0.01% 312
2023
Q2 		$552 Hold
44
– – ﹤0.01% 322
2023
Q1 		$665 Buy
+44
New +$626 ﹤0.01% 319

Other funds holding WBD

SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return