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Moneta Group Investment Advisors’s Warner Bros WBD Stock Holding History

Moneta Group Investment 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 		$251K Buy
9,405
+303
+3% +$8.2K ﹤0.01% 747
2026
Q1 		$250K Buy
9,102
+667
+8% +$18.7K ﹤0.01% 691
2025
Q4 		$243K Buy
+8,435
New +$197K ﹤0.01% 699
2025
Q2 		– Sell
-11,115
Closed -$119K – 730
2025
Q1 		$119K Sell
11,115
-596
-5% -$6.23K ﹤0.01% 648
2024
Q4 		$124K Sell
11,711
-4,478
-28% -$41.6K ﹤0.01% 647
2024
Q3 		$134K Sell
16,189
-3,855
-19% -$30.1K ﹤0.01% 630
2024
Q2 		$149K Sell
20,044
-12,780
-39% -$102K ﹤0.01% 585
2024
Q1 		$287K Buy
32,824
+1,316
+4% +$12.7K ﹤0.01% 497
2023
Q4 		$359K Buy
31,508
+4,189
+15% +$45.2K 0.01% 401
2023
Q3 		$297K Sell
27,319
-6,301
-19% -$78.6K 0.01% 409
2023
Q2 		$422K Buy
33,620
+9,865
+42% +$128K 0.01% 358
2023
Q1 		$359K Buy
23,755
+12,227
+106% +$174K 0.01% 381
2022
Q4 		$171K Sell
11,528
-10,994
-49% -$124K ﹤0.01% 438
2022
Q3 		$259K Buy
22,522
+2,030
+10% +$27.6K 0.01% 381
2022
Q2 		$275K Buy
+20,492
New +$380K 0.01% 395
2018
Q1 		– Sell
-14
Closed – – 727
2017
Q4 		$0 Buy
+14
New +$273 ﹤0.01% 556
2015
Q4 		– Sell
-5
Closed – – 418
2015
Q3 		$0 Buy
+5
New +$148 ﹤0.01% 527

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

Moneta Group Investment Advisors's WBD Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Warner Bros (WBD) stake by 3.3% in Q2 2026, buying an estimated $8.2K and bringing the position to 9,405 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Moneta Group Investment Advisors first reported a position in WBD in Q3 2015 and has held it in 17 quarters since. The position peaked at $422K in Q2 2023. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Moneta Group Investment Advisors held 9,405 shares of Warner Bros worth $251K as of Q2 2026.
  • Moneta Group Investment Advisors bought 303 Warner Bros shares in Q2 2026, an estimated $8.2K.
  • Warner Bros made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #747 holding.
  • Moneta Group Investment Advisors first reported a position in Warner Bros in Q3 2015 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Warner Bros position peaked at $422K in Q2 2023.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.