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Medallion Wealth Advisors’s Warner Bros WBD Stock Holding History

Medallion Wealth 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
2026
Q2 		$26.3K Sell
988
-72
-7% -$1.95K 0.01% 592
2026
Q1 		$29.1K Sell
1,060
-108
-9% -$3.02K 0.01% 583
2025
Q4 		$33.7K Buy
1,168
+120
+11% +$2.81K 0.01% 541
2025
Q3 		$20.5K Sell
1,048
-109
-9% -$1.49K 0.01% 631
2025
Q2 		$12.9K Buy
1,157
+223
+24% +$2.08K 0.01% 700
2025
Q1 		$9.76K Sell
934
-359
-28% -$3.75K ﹤0.01% 686
2024
Q4 		$13.7K Buy
+1,293
New +$12K 0.01% 616

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 40.89% 1-Year Est. Return

Medallion Wealth Advisors's WBD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Warner Bros (WBD) stake by 6.8% in Q2 2026, selling an estimated $1.95K and leaving 988 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #592.

Medallion Wealth Advisors first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.7K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Medallion Wealth Advisors held 988 shares of Warner Bros worth $26.3K as of Q2 2026.
  • Medallion Wealth Advisors sold 72 Warner Bros shares in Q2 2026, an estimated $1.95K.
  • Warner Bros made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #592 holding.
  • Medallion Wealth Advisors first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Warner Bros position peaked at $33.7K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.