Maia Wealth’s Warner Bros WBD Stock Holding History

Maia Wealth’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 Q3	–	Sell	-17,944	Closed	-$206K	–	364
2025 Q2	$206K	Sell	17,944 -188	-1%	-$1.75K	0.04%	311
2025 Q1	$145K	Buy	18,132 +94	+0.5%	+$983	0.03%	288
2024 Q4	$189K	Buy	18,038 +92	+0.5%	+$855	0.04%	292
2024 Q3	$135K	Buy	17,946 +832	+5%	+$6.5K	0.03%	257
2024 Q2	$127K	Buy	+17,114	New	+$137K	0.04%	221

Other funds holding WBD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Maia Wealth's WBD Position: Q3 2025 in Review

Maia Wealth sold out of Warner Bros (WBD) in Q3 2025, closing a stake of 17,944 shares — an estimated $206K sold.

Maia Wealth first reported a position in WBD in Q2 2024 and held it in 5 quarters. The position peaked at $206K in Q2 2025. 1,154 funds tracked by Wall St. Rank hold WBD as of Q3 2025.

Maia Wealth reported no remaining Warner Bros position as of Q3 2025 after selling out during the quarter.
Maia Wealth sold 17,944 Warner Bros shares in Q3 2025, an estimated $206K.
Maia Wealth first reported a position in Warner Bros in Q2 2024 and held it in 5 quarters.
Maia Wealth's Warner Bros position peaked at $206K in Q2 2025.
1,154 funds tracked by Wall St. Rank held Warner Bros as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.