Olistico Wealth’s Warner Bros WBD Stock Holding History

Olistico 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 Q3	$12.6K	Hold	408	–	–	0.01%	245
2026 Q2	$10.9K	Hold	408	–	–	﹤0.01%	243
2026 Q1	$11.2K	Hold	408	–	–	0.01%	246
2025 Q4	$11.8K	Buy	+408	New	+$9.54K	0.01%	244
2025 Q3	–	Sell	-482	Closed	-$5.52K	–	342
2025 Q2	$5.52K	Buy	482 +74	+18%	+$690	﹤0.01%	288
2025 Q1	$4.38K	Sell	408 -800	-66%	-$8.37K	﹤0.01%	280
2024 Q4	$12.8K	Hold	1,208	–	–	0.01%	234
2024 Q3	$9.97K	Hold	1,208	–	–	0.01%	244
2024 Q2	$8.99K	Buy	+1,208	New	+$9.68K	0.01%	247

Other funds holding WBD

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

SRC

Samson Rock Capital London, United Kingdom $24.8M AUM 98.05% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Olistico Wealth's WBD Position: Q3 2026 in Review

Olistico Wealth held its Warner Bros (WBD) position steady in Q3 2026 at 408 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #245.

Olistico Wealth first reported a position in WBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.8K in Q4 2024. 48 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

Olistico Wealth held 408 shares of Warner Bros worth $12.6K as of Q3 2026.
Olistico Wealth left its Warner Bros share count unchanged in Q3 2026.
Warner Bros made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #245 holding.
Olistico Wealth first reported a position in Warner Bros in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Warner Bros position peaked at $12.8K in Q4 2024.
48 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.