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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return