NewEdge Wealth’s Warner Bros WBD Stock Holding History

NewEdge Wealth’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	$264K	Buy	9,920 +1,016	+11%	+$27.5K	﹤0.01%	1082
2026 Q1	$244K	Sell	8,904 -16,099	-64%	-$451K	﹤0.01%	1019
2025 Q4	$721K	Buy	+25,003	New	+$584K	0.01%	715
2024 Q4	–	Sell	-10,458	Closed	-$86.3K	–	961
2024 Q3	$86.3K	Buy	+10,458	New	+$81.7K	﹤0.01%	860
2024 Q1	–	Sell	-11,166	Closed	-$127K	–	852
2023 Q4	$127K	Sell	11,166 -3,849	-26%	-$41.5K	﹤0.01%	722
2023 Q3	$163K	Buy	15,015 +1,416	+10%	+$17.7K	0.01%	623
2023 Q2	$171K	Buy	13,599 +1,196	+10%	+$15.5K	0.01%	615
2023 Q1	$187K	Buy	12,403 +940	+8%	+$13.4K	0.01%	586
2022 Q4	$109K	Sell	11,463 -2,325	-17%	-$26.2K	﹤0.01%	530
2022 Q3	$159K	Buy	13,788 +199	+1%	+$2.7K	0.01%	499
2022 Q2	$182K	Buy	+13,589	New	+$252K	0.01%	532

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 $3.37T AUM 44.26% 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

NewEdge Wealth's WBD Position: Q2 2026 in Review

NewEdge Wealth increased its Warner Bros (WBD) stake by 11% in Q2 2026, buying an estimated $27.5K and bringing the position to 9,920 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

NewEdge Wealth first reported a position in WBD in Q2 2022 and has held it in 11 quarters since. The position peaked at $721K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

NewEdge Wealth held 9,920 shares of Warner Bros worth $264K as of Q2 2026.
NewEdge Wealth bought 1,016 Warner Bros shares in Q2 2026, an estimated $27.5K.
Warner Bros made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1082 holding.
NewEdge Wealth first reported a position in Warner Bros in Q2 2022 and has held it in 11 quarters since.
NewEdge Wealth's Warner Bros position peaked at $721K in Q4 2025.
1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.