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OneDigital Investment Advisors’s Warner Bros WBD Stock Holding History

OneDigital Investment Advisors’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 		$1.12M Sell
42,036
-140
-0.3% -$3.79K 0.01% 697
2026
Q1 		$1.16M Buy
42,176
+4,797
+13% +$134K 0.01% 634
2025
Q4 		$1.08M Sell
37,379
-5,436
-13% -$127K 0.01% 652
2025
Q3 		$836K Sell
42,815
-1,805
-4% -$24.6K 0.01% 726
2025
Q2 		$511K Sell
44,620
-2,465
-5% -$23K 0.01% 887
2025
Q1 		$505K Sell
47,085
-5,631
-11% -$58.9K 0.01% 849
2024
Q4 		$557K Sell
52,716
-11,134
-17% -$103K 0.01% 847
2024
Q3 		$527K Buy
63,850
+18,404
+40% +$144K 0.01% 919
2024
Q2 		$338K Buy
45,446
+5,308
+13% +$42.5K ﹤0.01% 1049
2024
Q1 		$350K Sell
40,138
-6,710
-14% -$64.7K 0.01% 858
2023
Q4 		$533K Buy
46,848
+10,771
+30% +$116K 0.01% 696
2023
Q3 		$392K Buy
36,077
+69
+0.2% +$861 0.01% 718
2023
Q2 		$452K Sell
36,008
-725
-2% -$9.41K 0.01% 674
2023
Q1 		$555K Buy
36,733
+6,316
+21% +$89.9K 0.01% 579
2022
Q4 		$288K Sell
30,417
-2,837
-9% -$32K 0.01% 684
2022
Q3 		$382K Buy
33,254
+3,165
+11% +$43K 0.01% 531
2022
Q2 		$404K Buy
+30,089
New +$558K 0.02% 484
2020
Q1 		– Sell
-11,261
Closed -$369K – 637
2019
Q4 		$369K Sell
11,261
-377
-3% -$11.4K 0.03% 367
2019
Q3 		$310K Sell
11,638
-5,927
-34% -$172K 0.03% 373
2019
Q2 		$539K Buy
17,565
+17,243
+5,355% +$501K 0.04% 238
2019
Q1 		$9K Buy
322
+218
+210% +$6.07K ﹤0.01% 906
2018
Q4 		$3K Hold
104
– – ﹤0.01% 1020
2018
Q3 		$3K Hold
104
– – ﹤0.01% 973
2018
Q2 		$3K Hold
104
– – ﹤0.01% 1238
2018
Q1 		$2K Hold
104
– – ﹤0.01% 1261
2017
Q4 		$2K Hold
104
– – ﹤0.01% 1183
2017
Q3 		$2K Hold
104
– – ﹤0.01% 989
2017
Q2 		$3K Buy
+104
New +$2.82K ﹤0.01% 1137

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 40.91% 1-Year Est. Return

OneDigital Investment Advisors's WBD Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Warner Bros (WBD) stake by 0.33% in Q2 2026, selling an estimated $3.79K and leaving 42,036 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #697.

OneDigital Investment Advisors first reported a position in WBD in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.16M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • OneDigital Investment Advisors held 42,036 shares of Warner Bros worth $1.12M as of Q2 2026.
  • OneDigital Investment Advisors sold 140 Warner Bros shares in Q2 2026, an estimated $3.79K.
  • Warner Bros made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #697 holding.
  • OneDigital Investment Advisors first reported a position in Warner Bros in Q2 2017 and has held it in 28 quarters since.
  • OneDigital Investment Advisors's Warner Bros position peaked at $1.16M in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.