OneDigital Investment Advisors’s Warner Bros WBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-500
Closed -$1K 633
2019
Q3
$1K Sell
500
-600
-55% -$17.4K ﹤0.01% 568
2019
Q2
$7K Buy
+1,100
New +$32K ﹤0.01% 1010

Other funds holding WBD

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. 850 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.
  • 850 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.