Heritage Wealth Advisors’s Warner Bros WBD Stock Holding History

Heritage Wealth 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	$7.89K	Buy	296 +24	+9%	+$649	﹤0.01%	538
2026 Q1	$7.47K	Buy	272 +17	+7%	+$476	﹤0.01%	539
2025 Q4	$7.35K	Hold	255	–	–	﹤0.01%	471
2025 Q3	$4.98K	Sell	255 -511	-67%	-$6.96K	﹤0.01%	472
2025 Q2	$8.78K	Buy	766 +11	+1%	+$103	﹤0.01%	430
2025 Q1	$8.1K	Hold	755	–	–	﹤0.01%	431
2024 Q4	$7.98K	Buy	755 +169	+29%	+$1.57K	﹤0.01%	461
2024 Q3	$4.83K	Hold	586	–	–	﹤0.01%	484
2024 Q2	$4.36K	Hold	586	–	–	﹤0.01%	456
2024 Q1	$5.12K	Sell	586 -24	-4%	-$231	﹤0.01%	470
2023 Q4	$6.94K	Buy	610 +500	+455%	+$5.4K	﹤0.01%	469
2023 Q3	$1.2K	Hold	110	–	–	﹤0.01%	474
2023 Q2	$1.38K	Hold	110	–	–	﹤0.01%	509
2023 Q1	$1.66K	Hold	110	–	–	﹤0.01%	520
2022 Q4	$1.04K	Hold	110	–	–	﹤0.01%	522
2022 Q3	$1.26K	Hold	110	–	–	﹤0.01%	491
2022 Q2	$1K	Buy	+110	New	+$2.04K	﹤0.01%	545

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Heritage Wealth Advisors's WBD Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Warner Bros (WBD) stake by 8.8% in Q2 2026, buying an estimated $649 and bringing the position to 296 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Heritage Wealth Advisors first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.78K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Heritage Wealth Advisors held 296 shares of Warner Bros worth $7.89K as of Q2 2026.
Heritage Wealth Advisors bought 24 Warner Bros shares in Q2 2026, an estimated $649.
Warner Bros made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #538 holding.
Heritage Wealth Advisors first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
Heritage Wealth Advisors's Warner Bros position peaked at $8.78K in Q2 2025.
1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.