Perennial Investment Advisors’s Warner Bros WBD Stock Holding History

Perennial 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 Q1	$228K	Buy	8,307 +902	+12%	+$25.3K	0.02%	452
2025 Q4	$213K	Buy	+7,405	New	+$173K	0.02%	454
2025 Q3	–	Sell	-14,017	Closed	-$161K	–	520
2025 Q2	$161K	Buy	14,017 +1,464	+12%	+$13.7K	0.02%	454
2025 Q1	$135K	Buy	+12,553	New	+$131K	0.02%	418
2024 Q1	–	Sell	-10,307	Closed	-$117K	–	385
2023 Q4	$117K	Sell	10,307 -627	-6%	-$6.77K	0.02%	328
2023 Q3	$119K	Sell	10,934 -1,079	-9%	-$13.5K	0.02%	335
2023 Q2	$151K	Sell	12,013 -229	-2%	-$2.97K	0.03%	329
2023 Q1	$185K	Buy	12,242 +1,336	+12%	+$19K	0.03%	323
2022 Q4	$103K	Buy	10,906 +83	+0.8%	+$937	0.04%	215
2022 Q3	$124K	Buy	+10,823	New	+$147K	0.06%	197

Other funds holding WBD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perennial Investment Advisors's WBD Position: Q1 2026 in Review

Perennial Investment Advisors increased its Warner Bros (WBD) stake by 12% in Q1 2026, buying an estimated $25.3K and bringing the position to 8,307 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #452.

Perennial Investment Advisors first reported a position in WBD in Q3 2022 and has held it in 10 quarters since. 1,306 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

Perennial Investment Advisors held 8,307 shares of Warner Bros worth $228K as of Q1 2026.
Perennial Investment Advisors bought 902 Warner Bros shares in Q1 2026, an estimated $25.3K.
Warner Bros made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #452 holding.
Perennial Investment Advisors first reported a position in Warner Bros in Q3 2022 and has held it in 10 quarters since.
1,306 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.