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
Q3 		$26.6K Sell
858
-151
-15% -$4.18K 0.01% 590
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Elevation Wealth Partners's WBD Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Warner Bros (WBD) stake by 15% in Q3 2026, selling an estimated $4.18K and leaving 858 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #590.

Elevation Wealth Partners first reported a position in WBD in Q1 2023 and has held it in 15 quarters since. The position peaked at $26.9K in Q2 2026. 48 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

  • Elevation Wealth Partners held 858 shares of Warner Bros worth $26.6K as of Q3 2026.
  • Elevation Wealth Partners sold 151 Warner Bros shares in Q3 2026, an estimated $4.18K.
  • Warner Bros made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #590 holding.
  • Elevation Wealth Partners first reported a position in Warner Bros in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Warner Bros position peaked at $26.9K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.