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Evergreen Advisors’s Warner Bros WBD Stock Holding History

Evergreen Advisors’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 		– Sell
-22
Closed -$604 – 163
2026
Q1 		$604 Buy
+22
New +$616 ﹤0.01% 160

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Vanguard Portfolio Management
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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 40.91% 1-Year Est. Return

Evergreen Advisors's WBD Position: Q2 2026 in Review

Evergreen Advisors sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 22 shares — an estimated $604 sold.

Evergreen Advisors first reported a position in WBD in Q1 2026 and held it in 1 quarter. The position peaked at $604 in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Evergreen Advisors reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 22 Warner Bros shares in Q2 2026, an estimated $604.
  • Evergreen Advisors first reported a position in Warner Bros in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Warner Bros position peaked at $604 in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.