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Intentional Wealth Strategies’s Warner Bros WBD Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-224
Closed -$6.15K – 887
2026
Q1 		$6.15K Buy
+224
New +$6.27K 0.01% 448

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

Intentional Wealth Strategies's WBD Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 224 shares — an estimated $6.15K sold.

Intentional Wealth Strategies first reported a position in WBD in Q1 2026 and held it in 1 quarter. The position peaked at $6.15K in Q1 2026. 1,306 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 224 Warner Bros shares in Q2 2026, an estimated $6.15K.
  • Intentional Wealth Strategies first reported a position in Warner Bros in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Warner Bros position peaked at $6.15K in Q1 2026.
  • 1,306 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.