EWA
WBD icon

EverSource Wealth Advisors’s Warner Bros WBD Stock Holding History

EverSource Wealth 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 		$224K Buy
8,384
+852
+11% +$23K 0.01% 950
2026
Q1 		$207K Buy
7,532
+2,007
+36% +$56.2K 0.01% 1034
2025
Q4 		$159K Sell
5,525
-436
-7% -$10.2K 0.01% 1064
2025
Q3 		$116K Buy
5,961
+544
+10% +$7.41K ﹤0.01% 1197
2025
Q2 		$62.1K Sell
5,417
-2,159
-28% -$20.1K ﹤0.01% 1486
2025
Q1 		$81.3K Sell
7,576
-9,725
-56% -$102K ﹤0.01% 995
2024
Q4 		$183K Buy
17,301
+14,521
+522% +$135K 0.01% 688
2024
Q3 		$22.9K Buy
2,780
+457
+20% +$3.57K ﹤0.01% 1426
2024
Q2 		$20.1K Buy
2,323
+518
+29% +$4.15K ﹤0.01% 1508
2024
Q1 		$13.3K Sell
1,805
-1,696
-48% -$16.3K ﹤0.01% 1556
2023
Q4 		$39.8K Sell
3,501
-1,746
-33% -$18.8K ﹤0.01% 987
2023
Q3 		$57K Sell
5,247
-322
-6% -$4.02K 0.01% 759
2023
Q2 		$69.8K Buy
5,569
+468
+9% +$6.07K 0.01% 712
2023
Q1 		$77K Sell
5,101
-374
-7% -$5.32K 0.01% 634
2022
Q4 		$51.9K Buy
5,475
+2,809
+105% +$31.7K 0.01% 750
2022
Q3 		$30K Buy
2,666
+1,262
+90% +$17.1K 0.01% 773
2022
Q2 		$20K Buy
1,404
+625
+80% +$11.6K 0.01% 832
2022
Q1 		$19K Buy
779
+342
+78% +$9.38K ﹤0.01% 729
2021
Q4 		$10K Buy
+437
New +$10.9K ﹤0.01% 980

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 40.91% 1-Year Est. Return

EverSource Wealth Advisors's WBD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Warner Bros (WBD) stake by 11% in Q2 2026, buying an estimated $23K and bringing the position to 8,384 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #950.

EverSource Wealth Advisors first reported a position in WBD in Q4 2021 and has held it in 19 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • EverSource Wealth Advisors held 8,384 shares of Warner Bros worth $224K as of Q2 2026.
  • EverSource Wealth Advisors bought 852 Warner Bros shares in Q2 2026, an estimated $23K.
  • Warner Bros made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #950 holding.
  • EverSource Wealth Advisors first reported a position in Warner Bros in Q4 2021 and has held it in 19 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.