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Gitterman Wealth Management’s Warner Bros WBD Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		– Sell
-19
Closed -$217 – 330
2025
Q2 		$217 Buy
+19
New +$177 ﹤0.01% 339

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Harris Associates
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Geode Capital Management
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SC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Gitterman Wealth Management's WBD Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Warner Bros (WBD) in Q3 2025, closing a stake of 19 shares — an estimated $217 sold.

Gitterman Wealth Management first reported a position in WBD in Q2 2025 and held it in 1 quarter. The position peaked at $217 in Q2 2025. 1,152 funds tracked by Wall St. Rank hold WBD as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Warner Bros position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 19 Warner Bros shares in Q3 2025, an estimated $217.
  • Gitterman Wealth Management first reported a position in Warner Bros in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Warner Bros position peaked at $217 in Q2 2025.
  • 1,152 funds tracked by Wall St. Rank held Warner Bros as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.