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Planning Strategies’s Warner Bros WBD Stock Holding History

Planning Strategies’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 		$4.83K Buy
+181
New +$4.9K ﹤0.01% 424

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Strategies's WBD Position: Q2 2026 in Review

Planning Strategies opened a new position in Warner Bros (WBD) in Q2 2026: 181 shares worth $4.83K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

1,222 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Planning Strategies held 181 shares of Warner Bros worth $4.83K as of Q2 2026.
  • Warner Bros was a new Planning Strategies position in Q2 2026.
  • Warner Bros made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #424 holding.
  • 1,222 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.