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Mission Wealth Management’s Warner Bros WBD Stock Holding History

Mission Wealth Management’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 		$360K Buy
+13,500
New +$365K ﹤0.01% 802
2022
Q3 		– Sell
-10,687
Closed -$143K – 540
2022
Q2 		$143K Buy
+10,687
New +$198K 0.01% 485

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

Mission Wealth Management's WBD Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Warner Bros (WBD) in Q2 2026: 13,500 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in WBD as recently as Q2 2022.

Mission Wealth Management first reported a position in WBD in Q2 2022 and has held it in 2 quarters since. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Mission Wealth Management held 13,500 shares of Warner Bros worth $360K as of Q2 2026.
  • Warner Bros was a new Mission Wealth Management position in Q2 2026.
  • Warner Bros made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #802 holding.
  • Mission Wealth Management first reported a position in Warner Bros in Q2 2022 and has held it in 2 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.