Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Warner Bros WBD Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-59,487
Closed -$1.16M – 1330
2025
Q3 		$1.16M Buy
59,487
+1,564
+3% +$21.3K ﹤0.01% 804
2025
Q2 		$664K Sell
57,923
-1,730
-3% -$16.1K ﹤0.01% 895
2025
Q1 		$640K Sell
59,653
-77,136
-56% -$807K ﹤0.01% 851
2024
Q4 		$1.45M Sell
136,789
-3,910
-3% -$36.3K 0.01% 632
2024
Q3 		$750K Sell
140,699
-26,340
-16% -$206K 0.01% 695
2024
Q2 		$1.24M Sell
167,039
-4,185
-2% -$33.5K 0.01% 497
2024
Q1 		$1.49M Buy
171,224
+70,091
+69% +$675K 0.02% 342
2023
Q4 		$1.15M Sell
101,133
-5,090
-5% -$54.9K 0.02% 279
2023
Q3 		$1.15M Sell
106,223
-21,359
-17% -$267K 0.02% 268
2023
Q2 		$1.6M Sell
127,582
-6,465
-5% -$83.9K 0.02% 258
2023
Q1 		$2.02M Sell
134,047
-1,746
-1% -$24.9K 0.04% 242
2022
Q4 		$1.29M Buy
135,793
+3,168
+2% +$35.8K 0.03% 251
2022
Q3 		$1.52M Sell
132,625
-1,420
-1% -$19.3K 0.04% 237
2022
Q2 		$1.8M Buy
+134,045
New +$2.49M 0.04% 229
2020
Q3 		– Sell
-40,990
Closed -$865K – 422
2020
Q2 		$865K Sell
40,990
-14,545
-26% -$314K 0.03% 266
2020
Q1 		$1.08M Sell
55,535
-7,925
-12% -$218K 0.04% 232
2019
Q4 		$2.08M Buy
63,460
+3,415
+6% +$103K 0.06% 195
2019
Q3 		$1.6M Buy
60,045
+15,308
+34% +$445K 0.05% 215
2019
Q2 		$1.37M Sell
44,737
-350
-0.8% -$10.2K 0.04% 236
2019
Q1 		$1.22M Buy
+45,087
New +$1.25M 0.04% 254

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's WBD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Warner Bros (WBD) in Q4 2025, closing a stake of 59,487 shares — an estimated $1.16M sold.

Kovitz Investment Group Partners first reported a position in WBD in Q1 2019 and held it in 20 quarters. The position peaked at $2.08M in Q4 2019. 1,317 funds tracked by Wall St. Rank hold WBD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Warner Bros position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 59,487 Warner Bros shares in Q4 2025, an estimated $1.16M.
  • Kovitz Investment Group Partners first reported a position in Warner Bros in Q1 2019 and held it in 20 quarters.
  • Kovitz Investment Group Partners's Warner Bros position peaked at $2.08M in Q4 2019.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.