Mount Yale Investment Advisors’s Warner Bros WBD Stock Holding History

Mount Yale 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	$299K	Sell	11,217 -512	-4%	-$13.9K	0.01%	979
2026 Q1	$322K	Buy	+11,729	New	+$328K	0.01%	867
2025 Q3	–	Sell	-3,830	Closed	-$43.9K	–	1596
2025 Q2	$43.9K	Buy	+3,830	New	+$35.7K	﹤0.01%	853
2024 Q1	–	Sell	-16,503	Closed	-$188K	–	566
2023 Q4	$188K	Sell	16,503 -7,213	-30%	-$77.9K	0.02%	477
2023 Q3	$258K	Buy	23,716 +5,370	+29%	+$67K	0.03%	419
2023 Q2	$230K	Buy	+18,346	New	+$238K	0.02%	442

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mount Yale Investment Advisors's WBD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Warner Bros (WBD) stake by 4.4% in Q2 2026, selling an estimated $13.9K and leaving 11,217 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #979.

Mount Yale Investment Advisors first reported a position in WBD in Q2 2023 and has held it in 6 quarters since. The position peaked at $322K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Mount Yale Investment Advisors held 11,217 shares of Warner Bros worth $299K as of Q2 2026.
Mount Yale Investment Advisors sold 512 Warner Bros shares in Q2 2026, an estimated $13.9K.
Warner Bros made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #979 holding.
Mount Yale Investment Advisors first reported a position in Warner Bros in Q2 2023 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Warner Bros position peaked at $322K in Q1 2026.
1,317 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.