OWP
WBD icon

ORG Wealth Partners’s Warner Bros WBD Stock Holding History

ORG Wealth Partners’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 		$431K Buy
16,170
+4,035
+33% +$109K 0.06% 161
2026
Q1 		$333K Buy
12,135
+439
+4% +$12.3K 0.07% 170
2025
Q4 		$337K Sell
11,696
-2,791
-19% -$65.2K 0.08% 155
2025
Q3 		$283K Buy
14,487
+7,167
+98% +$97.6K 0.06% 171
2025
Q2 		$80.1K Buy
7,320
+6,534
+831% +$60.9K 0.02% 278
2025
Q1 		$8.03K Hold
786
– – ﹤0.01% 560
2024
Q4 		$8.31K Hold
786
– – ﹤0.01% 385
2024
Q3 		$6.48K Buy
+786
New +$6.14K ﹤0.01% 386

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

ORG Wealth Partners's WBD Position: Q2 2026 in Review

ORG Wealth Partners increased its Warner Bros (WBD) stake by 33% in Q2 2026, buying an estimated $109K and bringing the position to 16,170 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #161.

ORG Wealth Partners first reported a position in WBD in Q3 2024 and has held it in 8 quarters since. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • ORG Wealth Partners held 16,170 shares of Warner Bros worth $431K as of Q2 2026.
  • ORG Wealth Partners bought 4,035 Warner Bros shares in Q2 2026, an estimated $109K.
  • Warner Bros made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • ORG Wealth Partners first reported a position in Warner Bros in Q3 2024 and has held it in 8 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.