Legacy Advisors’s Warner Bros WBD Stock Holding History

Legacy Advisors’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 Q2	–	Sell	-18,335	Closed	-$197K	–	408
2025 Q1	$197K	Buy	18,335 +142	+0.8%	+$1.49K	0.02%	412
2024 Q4	$192K	Sell	18,193 -433	-2%	-$4.02K	0.02%	395
2024 Q3	$154K	Buy	18,626 +4,519	+32%	+$35.3K	0.02%	367
2024 Q2	$105K	Buy	+14,107	New	+$113K	0.01%	321

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Advisors's WBD Position: Q2 2025 in Review

Legacy Advisors sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 18,335 shares — an estimated $197K sold.

Legacy Advisors first reported a position in WBD in Q2 2024 and held it in 4 quarters. The position peaked at $197K in Q1 2025. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Legacy Advisors reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 18,335 Warner Bros shares in Q2 2025, an estimated $197K.
Legacy Advisors first reported a position in Warner Bros in Q2 2024 and held it in 4 quarters.
Legacy Advisors's Warner Bros position peaked at $197K in Q1 2025.
1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.