NWS
WBD icon

Nvest Wealth Strategies’s Warner Bros WBD Stock Holding History

Nvest Wealth Strategies’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 		$17.6K Hold
660
– – 0.01% 92
2026
Q1 		$18.1K Buy
660
+10
+2% +$280 0.01% 91
2025
Q4 		$18.7K Buy
+650
New +$15.2K 0.01% 89

Other funds holding WBD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nvest Wealth Strategies's WBD Position: Q2 2026 in Review

Nvest Wealth Strategies held its Warner Bros (WBD) position steady in Q2 2026 at 660 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #92.

Nvest Wealth Strategies first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.7K in Q4 2025. 713 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Nvest Wealth Strategies held 660 shares of Warner Bros worth $17.6K as of Q2 2026.
  • Nvest Wealth Strategies left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #92 holding.
  • Nvest Wealth Strategies first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Warner Bros position peaked at $18.7K in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.