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Measured Wealth Private Client Group’s Warner Bros WBD Stock Holding History

Measured Wealth Private Client Group’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 		$3.04K Buy
114
+3
+3% +$81 ﹤0.01% 633
2026
Q1 		$3.05K Hold
111
– – ﹤0.01% 629
2025
Q4 		$3.2K Hold
111
– – ﹤0.01% 628
2025
Q3 		$2.17K Buy
+111
New +$1.51K ﹤0.01% 636
2018
Q4 		– Sell
-37
Closed -$1K – 703
2018
Q3 		$1K Buy
+37
New +$1.04K ﹤0.01% 815

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

Measured Wealth Private Client Group's WBD Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Warner Bros (WBD) stake by 2.7% in Q2 2026, buying an estimated $81 and bringing the position to 114 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Measured Wealth Private Client Group first reported a position in WBD in Q3 2018 and has held it in 5 quarters since. The position peaked at $3.2K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Measured Wealth Private Client Group held 114 shares of Warner Bros worth $3.04K as of Q2 2026.
  • Measured Wealth Private Client Group bought 3 Warner Bros shares in Q2 2026, an estimated $81.
  • Warner Bros made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #633 holding.
  • Measured Wealth Private Client Group first reported a position in Warner Bros in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Warner Bros position peaked at $3.2K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.