Physician Wealth Advisors’s Warner Bros WBD Stock Holding History

Physician Wealth 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	$47.4K	Sell	1,779 -2	-0.1%	-$54	0.01%	443
2026 Q1	$48.9K	Buy	1,781 +85	+5%	+$2.38K	0.01%	408
2025 Q4	$48.9K	Buy	1,696 +292	+21%	+$6.83K	0.01%	399
2025 Q3	$27.4K	Buy	1,404 +847	+152%	+$11.5K	﹤0.01%	500
2025 Q2	$6.38K	Buy	557 +43	+8%	+$401	﹤0.01%	743
2025 Q1	$5.52K	Buy	514 +93	+22%	+$973	﹤0.01%	719
2024 Q4	$4.45K	Buy	+421	New	+$3.91K	﹤0.01%	754

Other funds holding WBD

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Physician Wealth Advisors's WBD Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Warner Bros (WBD) stake by 0.11% in Q2 2026, selling an estimated $54 and leaving 1,779 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #443.

Physician Wealth Advisors first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.9K in Q1 2026. 544 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Physician Wealth Advisors held 1,779 shares of Warner Bros worth $47.4K as of Q2 2026.
Physician Wealth Advisors sold 2 Warner Bros shares in Q2 2026, an estimated $54.
Warner Bros made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #443 holding.
Physician Wealth Advisors first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Warner Bros position peaked at $48.9K in Q1 2026.
544 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.