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Premier Path Wealth Partners’s Warner Bros WBD Stock Holding History

Premier Path Wealth Partners’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 		$1.42M Sell
53,408
-6,957
-12% -$188K 0.16% 129
2026
Q1 		$1.66M Sell
60,365
-14,995
-20% -$420K 0.22% 101
2025
Q4 		$2.17M Sell
75,360
-12,973
-15% -$303K 0.28% 79
2025
Q3 		$1.73M Sell
88,333
-46,610
-35% -$635K 0.22% 97
2025
Q2 		$1.55M Buy
134,943
+857
+0.6% +$7.99K 0.22% 110
2025
Q1 		$1.44M Sell
134,086
-1,729
-1% -$18.1K 0.22% 107
2024
Q4 		$1.44M Sell
135,815
-22,272
-14% -$207K 0.22% 103
2024
Q3 		$1.3M Buy
158,087
+13,117
+9% +$103K 0.21% 122
2024
Q2 		$1.08M Buy
144,970
+11,631
+9% +$93.2K 0.18% 137
2024
Q1 		$1.16M Buy
133,339
+41,157
+45% +$397K 0.22% 122
2023
Q4 		$1.06M Buy
+92,182
New +$995K 0.23% 111

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

Premier Path Wealth Partners's WBD Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Warner Bros (WBD) stake by 12% in Q2 2026, selling an estimated $188K and leaving 53,408 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #129.

Premier Path Wealth Partners first reported a position in WBD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Premier Path Wealth Partners held 53,408 shares of Warner Bros worth $1.42M as of Q2 2026.
  • Premier Path Wealth Partners sold 6,957 Warner Bros shares in Q2 2026, an estimated $188K.
  • Warner Bros made up 0.16% of Premier Path Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Premier Path Wealth Partners first reported a position in Warner Bros in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Warner Bros position peaked at $2.17M in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.