Oliver Lagore Vanvalin Investment Group’s Warner Bros WBD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$1.03K	Buy	+96	New	+$895	﹤0.01%	589
2024 Q4	$1.53K	Buy	145 +4	+3%	+$37	﹤0.01%	599
2024 Q3	$1.16K	Sell	141 -120	-46%	-$938	﹤0.01%	610
2024 Q2	$1.94K	Sell	261 -220	-46%	-$1.76K	﹤0.01%	599
2024 Q1	$4.2K	Sell	481 -232	-33%	-$2.24K	﹤0.01%	536
2023 Q4	$8.11K	Sell	713 -19	-3%	-$205	﹤0.01%	446
2023 Q3	$7.95K	Sell	732 -60	-8%	-$749	﹤0.01%	476
2023 Q2	$9.93K	Buy	792 +30	+4%	+$389	﹤0.01%	464
2023 Q1	$11.5K	Sell	762 -43	-5%	-$612	﹤0.01%	369
2022 Q4	$7.63K	Buy	805 +18	+2%	+$203	﹤0.01%	402
2022 Q3	$9K	Buy	787 +69	+10%	+$938	0.01%	357
2022 Q2	$10K	Buy	+718	New	+$13.3K	0.01%	342

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WBD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Warner Bros (WBD) in Q2 2025: 96 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WBD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WBD in Q2 2022 and has held it in 12 quarters since. The position peaked at $11.5K in Q1 2023. 1,157 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 96 shares of Warner Bros worth $1.03K as of Q2 2025.
Warner Bros was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Warner Bros made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #589 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Warner Bros in Q2 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's Warner Bros position peaked at $11.5K in Q1 2023.
1,157 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.