Financial Perspectives’s Warner Bros WBD Stock Holding History

Financial Perspectives’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 Q1	$81.9K	Hold	2,982	–	–	0.02%	253
2025 Q4	$85.9K	Hold	2,982	–	–	0.02%	246
2025 Q3	$58.2K	Sell	2,982 -49	-2%	-$668	0.02%	290
2025 Q2	$34.7K	Hold	3,031	–	–	0.01%	354
2025 Q1	$32.5K	Hold	3,031	–	–	0.01%	347
2024 Q4	$32K	Sell	3,031 -453	-13%	-$4.21K	0.01%	348
2024 Q3	$28.7K	Sell	3,484 -394	-10%	-$3.08K	0.01%	340
2024 Q2	$28.9K	Sell	3,878 -368	-9%	-$2.95K	0.01%	329
2024 Q1	$37.1K	Sell	4,246 -262	-6%	-$2.52K	0.01%	309
2023 Q4	$51.3K	Hold	4,508	–	–	0.02%	266
2023 Q3	$49K	Hold	4,508	–	–	0.02%	257
2023 Q2	$56.5K	Sell	4,508 -445	-9%	-$5.78K	0.02%	247
2023 Q1	$74.8K	Sell	4,953 -80	-2%	-$1.14K	0.04%	220
2022 Q4	$47.7K	Sell	5,033 -1,434	-22%	-$16.2K	0.02%	252
2022 Q3	$74.4K	Hold	6,467	–	–	0.04%	201
2022 Q2	$86.8K	Buy	+6,467	New	+$120K	0.05%	183

Other funds holding WBD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return