Holos Integrated Wealth’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.9K Hold
532
0.01% 240
2026
Q1
$14.6K Hold
532
0.01% 232
2025
Q4
$15.2K Hold
532
0.01% 180
2025
Q3
$9.1K Hold
532
0.01% 198
2025
Q2
$5.8K Hold
532
﹤0.01% 221
2025
Q1
$5.71K Hold
532
﹤0.01% 222
2024
Q4
$5.62K Buy
+532
New +$4.94K ﹤0.01% 224

Other funds holding WBD

Holos Integrated Wealth's WBD Position: Q2 2026 in Review

Holos Integrated Wealth held its Warner Bros (WBD) position steady in Q2 2026 at 532 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #240.

Holos Integrated Wealth first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q4 2025. 336 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Holos Integrated Wealth held 532 shares of Warner Bros worth $13.9K as of Q2 2026.
  • Holos Integrated Wealth left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #240 holding.
  • Holos Integrated Wealth first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Warner Bros position peaked at $15.2K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.