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Gradient Investments’s Warner Bros WBD Stock Holding History

Gradient Investments’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 		– Sell
-80,088
Closed -$2.2M – 474
2026
Q1 		$2.2M Buy
+80,088
New +$2.24M 0.03% 245
2024
Q3 		– Sell
-4,188
Closed -$31.2K – 1290
2024
Q2 		$31.2K Buy
4,188
+241
+6% +$1.93K ﹤0.01% 563
2024
Q1 		$34.5K Sell
3,947
-7,518
-66% -$72.5K ﹤0.01% 465
2023
Q4 		$130K Sell
11,465
-94
-0.8% -$1.01K ﹤0.01% 389
2023
Q3 		$126K Sell
11,559
-2,437
-17% -$30.4K ﹤0.01% 361
2023
Q2 		$176K Buy
13,996
+624
+5% +$8.1K ﹤0.01% 339
2023
Q1 		$202K Sell
13,372
-36
-0.3% -$512 0.01% 290
2022
Q4 		$127K Sell
13,408
-1,207
-8% -$13.6K ﹤0.01% 350
2022
Q3 		$168K Sell
14,615
-1,931
-12% -$26.2K 0.01% 302
2022
Q2 		$222K Buy
+16,546
New +$307K 0.01% 281
2021
Q4 		– Sell
-121
Closed -$3K – 1337
2021
Q3 		$3K Hold
121
– – ﹤0.01% 977
2021
Q2 		$4K Hold
121
– – ﹤0.01% 923
2021
Q1 		$5K Hold
121
– – ﹤0.01% 898
2020
Q4 		$3K Hold
121
– – ﹤0.01% 918
2020
Q3 		$3K Hold
121
– – ﹤0.01% 923
2020
Q2 		$3K Buy
121
+99
+450% +$2.14K ﹤0.01% 855
2020
Q1 		$0 Buy
+22
New +$604 ﹤0.01% 1257
2019
Q4 		– Sell
-28
Closed -$1K – 1246
2019
Q3 		$1K Buy
+28
New +$813 ﹤0.01% 1057
2018
Q4 		– Sell
-38
Closed -$1K – 1106
2018
Q3 		$1K Hold
38
– – ﹤0.01% 945
2018
Q2 		$1K Sell
38
-9
-19% -$215 ﹤0.01% 942
2018
Q1 		$1K Hold
47
– – ﹤0.01% 957
2017
Q4 		$1K Buy
+47
New +$918 ﹤0.01% 967

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

Gradient Investments's WBD Position: Q2 2026 in Review

Gradient Investments sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 80,088 shares — an estimated $2.2M sold.

Gradient Investments first reported a position in WBD in Q4 2017 and held it in 22 quarters. The position peaked at $2.2M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Gradient Investments reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Gradient Investments sold 80,088 Warner Bros shares in Q2 2026, an estimated $2.2M.
  • Gradient Investments first reported a position in Warner Bros in Q4 2017 and held it in 22 quarters.
  • Gradient Investments's Warner Bros position peaked at $2.2M in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.