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Net Worth Advisory Group’s Warner Bros WBD Stock Holding History

Net Worth Advisory Group’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 		$821K Sell
30,793
-2,324
-7% -$62.9K 0.21% 113
2026
Q1 		$909K Sell
33,117
-1,018
-3% -$28.5K 0.19% 105
2025
Q4 		$984K Buy
+34,135
New +$798K 0.2% 89

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

Net Worth Advisory Group's WBD Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Warner Bros (WBD) stake by 7% in Q2 2026, selling an estimated $62.9K and leaving 30,793 shares worth $821K. The position accounts for 0.21% of the portfolio, ranked #113.

Net Worth Advisory Group first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $984K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Net Worth Advisory Group held 30,793 shares of Warner Bros worth $821K as of Q2 2026.
  • Net Worth Advisory Group sold 2,324 Warner Bros shares in Q2 2026, an estimated $62.9K.
  • Warner Bros made up 0.21% of Net Worth Advisory Group's portfolio in Q2 2026, its #113 holding.
  • Net Worth Advisory Group first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Net Worth Advisory Group's Warner Bros position peaked at $984K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.