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Gladstone Institutional Advisory’s Warner Bros WBD Stock Holding History

Gladstone Institutional Advisory’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 		$250K Buy
9,393
+662
+8% +$17.9K 0.01% 794
2026
Q1 		$240K Buy
8,731
+324
+4% +$9.07K 0.01% 747
2025
Q4 		$242K Buy
+8,407
New +$196K 0.01% 702
2022
Q4 		– Sell
-17,585
Closed -$202K – 693
2022
Q3 		$202K Sell
17,585
-8,561
-33% -$116K 0.02% 587
2022
Q2 		$351K Buy
+26,146
New +$485K 0.03% 474

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 40.89% 1-Year Est. Return

Gladstone Institutional Advisory's WBD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Warner Bros (WBD) stake by 7.6% in Q2 2026, buying an estimated $17.9K and bringing the position to 9,393 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #794.

Gladstone Institutional Advisory first reported a position in WBD in Q2 2022 and has held it in 5 quarters since. The position peaked at $351K in Q2 2022. 1,315 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Gladstone Institutional Advisory held 9,393 shares of Warner Bros worth $250K as of Q2 2026.
  • Gladstone Institutional Advisory bought 662 Warner Bros shares in Q2 2026, an estimated $17.9K.
  • Warner Bros made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #794 holding.
  • Gladstone Institutional Advisory first reported a position in Warner Bros in Q2 2022 and has held it in 5 quarters since.
  • Gladstone Institutional Advisory's Warner Bros position peaked at $351K in Q2 2022.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.