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Independent Advisor Alliance’s Warner Bros WBD Stock Holding History

Independent Advisor Alliance’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 		$864K Buy
32,414
+4,968
+18% +$134K 0.02% 505
2026
Q1 		$754K Buy
27,446
+1,092
+4% +$30.6K 0.01% 959
2025
Q4 		$760K Buy
26,354
+5,035
+24% +$118K 0.02% 540
2025
Q3 		$416K Buy
21,319
+3,770
+21% +$51.4K 0.01% 678
2025
Q2 		$201K Sell
17,549
-1,604
-8% -$15K 0.01% 847
2025
Q1 		$206K Buy
19,153
+851
+5% +$8.9K 0.01% 762
2024
Q4 		$193K Buy
18,302
+2,424
+15% +$22.5K ﹤0.01% 1292
2024
Q3 		$131K Sell
15,878
-1,457
-8% -$11.4K ﹤0.01% 678
2024
Q2 		$129K Sell
17,335
-943
-5% -$7.55K ﹤0.01% 674
2024
Q1 		$160K Sell
18,278
-2,763
-13% -$26.6K 0.01% 665
2023
Q4 		$239K Sell
21,041
-7,147
-25% -$77.1K 0.01% 603
2023
Q3 		$306K Sell
28,188
-2,250
-7% -$28.1K 0.01% 513
2023
Q2 		$382K Sell
30,438
-581
-2% -$7.54K 0.02% 484
2023
Q1 		$468K Sell
31,019
-16,671
-35% -$237K 0.02% 434
2022
Q4 		$452 Sell
47,690
-8,606
-15% -$97.2K ﹤0.01% 351
2022
Q3 		$647K Sell
56,296
-7,096
-11% -$96.4K 0.04% 319
2022
Q2 		$851K Buy
+63,392
New +$1.18M 0.05% 294
2021
Q4 		– Sell
-18,204
Closed -$462K – 709
2021
Q3 		$462K Sell
18,204
-2,741
-13% -$77.1K 0.03% 402
2021
Q2 		$643K Sell
20,945
-84,221
-80% -$2.92M 0.04% 338
2021
Q1 		$4.57M Buy
+105,166
New +$5.25M 0.27% 91
2020
Q1 		– Sell
-7,061
Closed -$231K – 872
2019
Q4 		$231K Buy
+7,061
New +$213K 0.01% 771
2017
Q3 		– Sell
-9,163
Closed -$241K – 281
2017
Q2 		$241K Sell
9,163
-248
-3% -$6.71K 0.08% 214
2017
Q1 		$276K Buy
9,411
+1,524
+19% +$42.7K 0.04% 319
2016
Q4 		$220K Buy
+7,887
New +$214K 0.09% 165

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

Independent Advisor Alliance's WBD Position: Q2 2026 in Review

Independent Advisor Alliance increased its Warner Bros (WBD) stake by 18% in Q2 2026, buying an estimated $134K and bringing the position to 32,414 shares worth $864K. The position accounts for 0.02% of the portfolio, ranked #505.

Independent Advisor Alliance first reported a position in WBD in Q4 2016 and has held it in 24 quarters since. The position peaked at $4.57M in Q1 2021. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Independent Advisor Alliance held 32,414 shares of Warner Bros worth $864K as of Q2 2026.
  • Independent Advisor Alliance bought 4,968 Warner Bros shares in Q2 2026, an estimated $134K.
  • Warner Bros made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #505 holding.
  • Independent Advisor Alliance first reported a position in Warner Bros in Q4 2016 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Warner Bros position peaked at $4.57M in Q1 2021.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.