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Modera Wealth Management’s Warner Bros WBD Stock Holding History

Modera 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 		$291K Sell
10,918
-1,782
-14% -$48.2K ﹤0.01% 559
2026
Q1 		$349K Sell
12,700
-97
-0.8% -$2.72K ﹤0.01% 506
2025
Q4 		$369K Buy
12,797
+75
+0.6% +$1.75K ﹤0.01% 509
2025
Q3 		$248K Buy
12,722
+939
+8% +$12.8K ﹤0.01% 583
2025
Q2 		$135K Buy
+11,783
New +$110K ﹤0.01% 633

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

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

Modera Wealth Management reduced its Warner Bros (WBD) stake by 14% in Q2 2026, selling an estimated $48.2K and leaving 10,918 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Modera Wealth Management first reported a position in WBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $369K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Modera Wealth Management held 10,918 shares of Warner Bros worth $291K as of Q2 2026.
  • Modera Wealth Management sold 1,782 Warner Bros shares in Q2 2026, an estimated $48.2K.
  • Warner Bros made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #559 holding.
  • Modera Wealth Management first reported a position in Warner Bros in Q2 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's Warner Bros position peaked at $369K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.