IAG Wealth Partners’s Warner Bros WBD Stock Holding History

IAG Wealth Partners’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	$13.8K	Hold	516	–	–	﹤0.01%	355
2026 Q1	$14.2K	Hold	516	–	–	﹤0.01%	346
2025 Q4	$14.9K	Buy	516 +120	+30%	+$2.81K	﹤0.01%	319
2025 Q3	$7.73K	Hold	396	–	–	﹤0.01%	400
2025 Q2	$4.54K	Sell	396 -7	-2%	-$65	﹤0.01%	409
2025 Q1	$4.32K	Buy	403 +7	+2%	+$73	﹤0.01%	416
2024 Q4	$4.19K	Sell	396 -22	-5%	-$204	﹤0.01%	438
2024 Q3	$3.45K	Buy	418 +22	+6%	+$172	﹤0.01%	427
2024 Q2	$2.95K	Sell	396 -305	-44%	-$2.44K	﹤0.01%	431
2024 Q1	$6.12K	Buy	701 +147	+27%	+$1.42K	﹤0.01%	363
2023 Q4	$6.3K	Buy	554 +446	+413%	+$4.81K	﹤0.01%	352
2023 Q3	$1.17K	Buy	108 +24	+29%	+$300	﹤0.01%	413
2023 Q2	$1.05K	Sell	84 -22	-21%	-$286	﹤0.01%	418
2023 Q1	$1.6K	Hold	106	–	–	﹤0.01%	415
2022 Q4	$1K	Sell	106 -729	-87%	-$8.23K	﹤0.01%	404
2022 Q3	$10K	Buy	835 +373	+81%	+$5.07K	﹤0.01%	281
2022 Q2	$6K	Buy	+462	New	+$8.57K	﹤0.01%	324

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

IAG Wealth Partners's WBD Position: Q2 2026 in Review

IAG Wealth Partners held its Warner Bros (WBD) position steady in Q2 2026 at 516 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

IAG Wealth Partners first reported a position in WBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.9K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

IAG Wealth Partners held 516 shares of Warner Bros worth $13.8K as of Q2 2026.
IAG Wealth Partners left its Warner Bros share count unchanged in Q2 2026.
Warner Bros made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #355 holding.
IAG Wealth Partners first reported a position in Warner Bros in Q2 2022 and has held it in 17 quarters since.
IAG Wealth Partners's Warner Bros position peaked at $14.9K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.