Plante Moran Financial Advisors’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.4K | Buy |
726
+194
| +36% | +$5.25K | ﹤0.01% | 478 |
|
|
2026
Q1 | $14.6K | Hold |
532
| – | – | ﹤0.01% | 474 |
|
|
2025
Q4 | $15.3K | Sell |
532
-96
| -15% | -$2.24K | ﹤0.01% | 495 |
|
|
2025
Q3 | $12.3K | Buy |
628
+338
| +117% | +$4.61K | ﹤0.01% | 527 |
|
|
2025
Q2 | $3.33K | Sell |
290
-85
| -23% | -$793 | ﹤0.01% | 655 |
|
|
2025
Q1 | $4.02K | Hold |
375
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $3.96K | Sell |
375
-401
| -52% | -$3.73K | ﹤0.01% | 721 |
|
|
2024
Q3 | $6.4K | Sell |
776
-41
| -5% | -$320 | ﹤0.01% | 652 |
|
|
2024
Q2 | $6.08K | Buy |
817
+51
| +7% | +$409 | ﹤0.01% | 636 |
|
|
2024
Q1 | $6.69K | Hold |
766
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $8.72K | Sell |
766
-288
| -27% | -$3.11K | ﹤0.01% | 571 |
|
|
2023
Q3 | $11.4K | Buy |
1,054
+538
| +104% | +$6.71K | ﹤0.01% | 514 |
|
|
2023
Q2 | $6.47K | Sell |
516
-683
| -57% | -$8.86K | ﹤0.01% | 609 |
|
|
2023
Q1 | $18.1K | Sell |
1,199
-603
| -33% | -$8.58K | ﹤0.01% | 465 |
|
|
2022
Q4 | $17.1K | Sell |
1,802
-1,015
| -36% | -$11.5K | ﹤0.01% | 497 |
|
|
2022
Q3 | $32K | Sell |
2,817
-21
| -0.7% | -$285 | 0.01% | 374 |
|
|
2022
Q2 | $38K | Buy |
+2,838
| New | +$52.6K | 0.01% | 350 |
|
|
2022
Q1 | – | Sell |
-123
| Closed | -$3K | – | 1023 |
|
|
2021
Q4 | $3K | Buy |
+123
| New | +$3.06K | ﹤0.01% | 898 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$1K | – | 1139 |
|
|
2020
Q4 | $1K | Buy |
+23
| New | +$564 | ﹤0.01% | 863 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | – | – | 900 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | +$216 | ﹤0.01% | 860 |
|
|
2019
Q4 | – | Sell |
-80
| Closed | -$2K | – | 912 |
|
|
2019
Q3 | $2K | Buy |
+80
| New | +$2.32K | ﹤0.01% | 797 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$1K | – | 854 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$751 | ﹤0.01% | 752 |
|
|
2017
Q1 | – | Sell |
-439
| Closed | -$12K | – | 1046 |
|
|
2016
Q4 | $12K | Buy |
+439
| New | +$11.9K | 0.01% | 566 |
|
|
2016
Q3 | – | Sell |
-63
| Closed | -$2K | – | 996 |
|
|
2016
Q2 | $2K | Buy |
+63
| New | +$1.72K | ﹤0.01% | 822 |
|
|
2016
Q1 | – | Sell |
-432
| Closed | -$12K | – | 1046 |
|
|
2015
Q4 | $12K | Buy |
+432
| New | +$12.5K | 0.01% | 545 |
|
|
2015
Q3 | – | Sell |
-61
| Closed | -$2K | – | 755 |
|
|
2015
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 689 |
|
|
2015
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 679 |
|
|
2014
Q4 | $2K | Sell |
61
-110
| -64% | -$3.81K | ﹤0.01% | 765 |
|
|
2014
Q3 | $6K | Sell |
171
-195
| -53% | -$8.12K | 0.01% | 657 |
|
|
2014
Q2 | $14K | Buy |
366
+335
| +1,081% | +$13.2K | 0.01% | 446 |
|
|
2014
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 595 |
|
|
2013
Q4 | $1K | Sell |
31
-73
| -70% | -$3.16K | ﹤0.01% | 667 |
|
|
2013
Q3 | $4K | Buy |
104
+32
| +44% | +$1.33K | ﹤0.01% | 501 |
|
|
2013
Q2 | $3K | Buy |
+72
| New | +$2.87K | ﹤0.01% | 510 |
|
Other funds holding WBD
PCM
Plante Moran Financial Advisors's WBD Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its Warner Bros (WBD) stake by 36% in Q2 2026, buying an estimated $5.25K and bringing the position to 726 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #478.
Plante Moran Financial Advisors first reported a position in WBD in Q2 2013 and has held it in 34 quarters since. The position peaked at $38K in Q2 2022. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.
- Plante Moran Financial Advisors held 726 shares of Warner Bros worth $19.4K as of Q2 2026.
- Plante Moran Financial Advisors bought 194 Warner Bros shares in Q2 2026, an estimated $5.25K.
- Warner Bros made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #478 holding.
- Plante Moran Financial Advisors first reported a position in Warner Bros in Q2 2013 and has held it in 34 quarters since.
- Plante Moran Financial Advisors's Warner Bros position peaked at $38K in Q2 2022.
- 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.