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Halbert Hargrove Global Advisors’s Warner Bros WBD Stock Holding History

Halbert Hargrove Global 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 		$13.6K Buy
510
+27
+6% +$730 ﹤0.01% 289
2026
Q1 		$13.3K Hold
483
– – ﹤0.01% 270
2025
Q4 		$13.9K Sell
483
-30
-6% -$701 ﹤0.01% 270
2025
Q3 		$10K Buy
+513
New +$6.99K ﹤0.01% 333
2025
Q2 		– Sell
-38
Closed -$405 – 660
2025
Q1 		$405 Buy
+38
New +$397 ﹤0.01% 528
2014
Q3 		– Sell
-6,108
Closed -$232K – 160
2014
Q2 		$232K Sell
6,108
-141
-2% -$5.55K 0.07% 107
2014
Q1 		$264K Sell
6,249
-585
-9% -$24.7K 0.08% 95
2013
Q4 		$316K Sell
6,834
-1,115
-14% -$48.3K 0.1% 84
2013
Q3 		$343K Sell
7,949
-233
-3% -$9.68K 0.11% 65
2013
Q2 		$323K Buy
+8,182
New +$326K 0.12% 74

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

Halbert Hargrove Global Advisors's WBD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Warner Bros (WBD) stake by 5.6% in Q2 2026, buying an estimated $730 and bringing the position to 510 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Halbert Hargrove Global Advisors first reported a position in WBD in Q2 2013 and has held it in 10 quarters since. The position peaked at $343K in Q3 2013. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Halbert Hargrove Global Advisors held 510 shares of Warner Bros worth $13.6K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 27 Warner Bros shares in Q2 2026, an estimated $730.
  • Warner Bros made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #289 holding.
  • Halbert Hargrove Global Advisors first reported a position in Warner Bros in Q2 2013 and has held it in 10 quarters since.
  • Halbert Hargrove Global Advisors's Warner Bros position peaked at $343K in Q3 2013.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.