GHP Investment Advisors’s Warner Bros WBD Stock Holding History

GHP 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 Q1	$54.1K	Buy	1,971 +723	+58%	+$20.2K	﹤0.01%	536
2025 Q4	$36K	Buy	1,248 +18	+1%	+$421	﹤0.01%	564
2025 Q3	$24K	Buy	1,230 +27	+2%	+$368	﹤0.01%	608
2025 Q2	$13.8K	Hold	1,203	–	–	﹤0.01%	682
2025 Q1	$12.9K	Sell	1,203 -52	-4%	-$544	﹤0.01%	660
2024 Q4	$13.3K	Buy	1,255 +51	+4%	+$474	﹤0.01%	659
2024 Q3	$9.93K	Sell	1,204 -81	-6%	-$633	﹤0.01%	718
2024 Q2	$9.56K	Sell	1,285 -1	-0.1%	-$8	﹤0.01%	699
2024 Q1	$11.2K	Sell	1,286 -473	-27%	-$4.56K	﹤0.01%	647
2023 Q4	$20K	Sell	1,759 -2,226	-56%	-$24K	﹤0.01%	574
2023 Q3	$41.3K	Buy	3,985 +737	+23%	+$9.2K	﹤0.01%	516
2023 Q2	$44.5K	Sell	3,248 -8,617	-73%	-$112K	﹤0.01%	502
2023 Q1	$179K	Sell	11,865 -4,234	-26%	-$60.3K	0.01%	383
2022 Q4	$153K	Sell	16,099 -1,920	-11%	-$21.7K	0.01%	389
2022 Q3	$207K	Sell	18,019 -4,353	-19%	-$59.2K	0.02%	350
2022 Q2	$300K	Buy	+22,372	New	+$415K	0.02%	317

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