EFG
WBD icon

Everhart Financial Group’s Warner Bros WBD Stock Holding History

Everhart Financial 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 		$1.37M Sell
51,456
-7,525
-13% -$204K 0.09% 120
2026
Q1 		$1.62M Sell
58,981
-728
-1% -$20.4K 0.14% 98
2025
Q4 		$1.72M Buy
59,709
+12,005
+25% +$281K 0.16% 84
2025
Q3 		$932K Buy
47,704
+7,948
+20% +$108K 0.09% 153
2025
Q2 		$456K Buy
39,756
+4,494
+13% +$41.9K 0.05% 238
2025
Q1 		$378K Buy
35,262
+3,884
+12% +$40.6K 0.05% 246
2024
Q4 		$332K Buy
31,378
+7,663
+32% +$71.2K 0.07% 247
2024
Q3 		$196K Buy
23,715
+5,808
+32% +$45.4K 0.04% 312
2024
Q2 		$133K Buy
17,907
+6,460
+56% +$51.8K 0.03% 288
2024
Q1 		$99.9K Buy
+11,447
New +$110K 0.03% 273

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM