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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

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

Elevation Wealth Partners's WBD Position: Q2 2026 in Review

Elevation Wealth Partners increased its Warner Bros (WBD) stake by 64% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,009 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #490.

Elevation Wealth Partners first reported a position in WBD in Q1 2023 and has held it in 14 quarters since. 1,313 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Elevation Wealth Partners held 1,009 shares of Warner Bros worth $26.9K as of Q2 2026.
  • Elevation Wealth Partners bought 395 Warner Bros shares in Q2 2026, an estimated $10.7K.
  • Warner Bros made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #490 holding.
  • Elevation Wealth Partners first reported a position in Warner Bros in Q1 2023 and has held it in 14 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.