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Principia Wealth Advisory’s Warner Bros WBD Stock Holding History

Principia Wealth Advisory’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 		$4.51K Buy
169
+7
+4% +$189 ﹤0.01% 384
2026
Q1 		$4.45K Buy
162
+15
+10% +$420 ﹤0.01% 322
2025
Q4 		$4.24K Buy
147
+20
+16% +$467 ﹤0.01% 306
2025
Q3 		$2.48K Buy
127
+50
+65% +$681 ﹤0.01% 392
2025
Q2 		$882 Sell
77
-39
-34% -$364 ﹤0.01% 609
2025
Q1 		$1.07K Buy
116
+70
+152% +$732 ﹤0.01% 381
2024
Q4 		$486 Buy
+46
New +$427 ﹤0.01% 554

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 40.91% 1-Year Est. Return

Principia Wealth Advisory's WBD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Warner Bros (WBD) stake by 4.3% in Q2 2026, buying an estimated $189 and bringing the position to 169 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Principia Wealth Advisory first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Principia Wealth Advisory held 169 shares of Warner Bros worth $4.51K as of Q2 2026.
  • Principia Wealth Advisory bought 7 Warner Bros shares in Q2 2026, an estimated $189.
  • Warner Bros made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #384 holding.
  • Principia Wealth Advisory first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.