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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Everhart Financial Group's WBD Position: Q2 2026 in Review

Everhart Financial Group reduced its Warner Bros (WBD) stake by 13% in Q2 2026, selling an estimated $204K and leaving 51,456 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #120.

Everhart Financial Group first reported a position in WBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Everhart Financial Group held 51,456 shares of Warner Bros worth $1.37M as of Q2 2026.
Everhart Financial Group sold 7,525 Warner Bros shares in Q2 2026, an estimated $204K.
Warner Bros made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #120 holding.
Everhart Financial Group first reported a position in Warner Bros in Q1 2024 and has held it in 10 quarters since.
Everhart Financial Group's Warner Bros position peaked at $1.72M in Q4 2025.
1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.