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Foundations Investment Advisors’s Warner Bros WBD Stock Holding History

Foundations Investment 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 		$338K Buy
12,675
+348
+3% +$9.41K ﹤0.01% 910
2026
Q1 		$339K Sell
12,327
-1,303
-10% -$36.5K ﹤0.01% 860
2025
Q4 		$393K Buy
13,630
+1,335
+11% +$31.2K 0.01% 795
2025
Q3 		$240K Sell
12,295
-1,974
-14% -$26.9K ﹤0.01% 935
2025
Q2 		$164K Sell
14,269
-346
-2% -$3.23K ﹤0.01% 889
2025
Q1 		$157K Buy
14,615
+458
+3% +$4.79K ﹤0.01% 827
2024
Q4 		$150K Sell
14,157
-453
-3% -$4.21K ﹤0.01% 813
2024
Q3 		$121K Buy
14,610
+908
+7% +$7.1K ﹤0.01% 789
2024
Q2 		$102K Buy
+13,702
New +$110K ﹤0.01% 734
2024
Q1 		– Sell
-11,480
Closed -$120K – 762
2023
Q4 		$120K Sell
11,480
-1,916
-14% -$20.7K ﹤0.01% 647
2023
Q3 		$145K Buy
13,396
+3,132
+31% +$39.1K ﹤0.01% 622
2023
Q2 		$129K Buy
+10,264
New +$133K ﹤0.01% 556
2023
Q1 		– Sell
-12,478
Closed -$118K – 541
2022
Q4 		$118K Buy
+12,478
New +$141K ﹤0.01% 430

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

Foundations Investment Advisors's WBD Position: Q2 2026 in Review

Foundations Investment Advisors increased its Warner Bros (WBD) stake by 2.8% in Q2 2026, buying an estimated $9.41K and bringing the position to 12,675 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Foundations Investment Advisors first reported a position in WBD in Q4 2022 and has held it in 13 quarters since. The position peaked at $393K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Foundations Investment Advisors held 12,675 shares of Warner Bros worth $338K as of Q2 2026.
  • Foundations Investment Advisors bought 348 Warner Bros shares in Q2 2026, an estimated $9.41K.
  • Warner Bros made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #910 holding.
  • Foundations Investment Advisors first reported a position in Warner Bros in Q4 2022 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Warner Bros position peaked at $393K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.