Fortitude Family Office’s Warner Music WMG Stock Holding History

Fortitude Family Office’s Portfolio WMG Stock Details WMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.06K	Buy	292 +217	+289%	+$5.98K	﹤0.01%	1325
2026 Q2	$2.03K	Buy	75 +44	+142%	+$1.31K	﹤0.01%	1480
2026 Q1	$792	Buy	31 +6	+24%	+$170	﹤0.01%	1573
2025 Q4	$767	Sell	25 -12	-32%	-$367	﹤0.01%	1555
2025 Q3	$1.26K	Buy	37 +8	+28%	+$255	﹤0.01%	1457
2025 Q2	$790	Buy	+29	New	+$809	﹤0.01%	1612

Other funds holding WMG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Fortitude Family Office's WMG Position: Q3 2026 in Review

Fortitude Family Office increased its Warner Music (WMG) stake by 289% in Q3 2026, buying an estimated $5.98K and bringing the position to 292 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Fortitude Family Office first reported a position in WMG in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold WMG as of Q3 2026.

Fortitude Family Office held 292 shares of Warner Music worth $8.06K as of Q3 2026.
Fortitude Family Office bought 217 Warner Music shares in Q3 2026, an estimated $5.98K.
Warner Music made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1325 holding.
Fortitude Family Office first reported a position in Warner Music in Q2 2025 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held Warner Music as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.