PP
WBD icon

PDS Planning’s Warner Bros WBD Stock Holding History

PDS Planning’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 		$303K Buy
11,349
+808
+8% +$21.9K 0.02% 427
2026
Q1 		$289K Sell
10,541
-422
-4% -$11.8K 0.02% 403
2025
Q4 		$316K Buy
+10,963
New +$256K 0.02% 369
2023
Q2 		– Sell
-7,893
Closed -$119K – 351
2023
Q1 		$119K Buy
+7,893
New +$112K 0.02% 283

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 40.89% 1-Year Est. Return

PDS Planning's WBD Position: Q2 2026 in Review

PDS Planning increased its Warner Bros (WBD) stake by 7.7% in Q2 2026, buying an estimated $21.9K and bringing the position to 11,349 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #427.

PDS Planning first reported a position in WBD in Q1 2023 and has held it in 4 quarters since. The position peaked at $316K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • PDS Planning held 11,349 shares of Warner Bros worth $303K as of Q2 2026.
  • PDS Planning bought 808 Warner Bros shares in Q2 2026, an estimated $21.9K.
  • Warner Bros made up 0.02% of PDS Planning's portfolio in Q2 2026, its #427 holding.
  • PDS Planning first reported a position in Warner Bros in Q1 2023 and has held it in 4 quarters since.
  • PDS Planning's Warner Bros position peaked at $316K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.