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Private Wealth Asset Management’s Warner Bros WBD Stock Holding History

Private Wealth Asset Management’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 		$11.6K Hold
436
– – ﹤0.01% 690
2026
Q1 		$12K Sell
436
-33
-7% -$924 ﹤0.01% 667
2025
Q4 		$13.5K Buy
469
+14
+3% +$327 ﹤0.01% 616
2025
Q3 		$8.89K Hold
455
– – ﹤0.01% 668
2025
Q2 		$5.21K Sell
455
-232
-34% -$2.16K ﹤0.01% 766
2025
Q1 		$7.37K Buy
+687
New +$7.19K ﹤0.01% 677

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

Private Wealth Asset Management's WBD Position: Q2 2026 in Review

Private Wealth Asset Management held its Warner Bros (WBD) position steady in Q2 2026 at 436 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Private Wealth Asset Management first reported a position in WBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.5K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Private Wealth Asset Management held 436 shares of Warner Bros worth $11.6K as of Q2 2026.
  • Private Wealth Asset Management left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #690 holding.
  • Private Wealth Asset Management first reported a position in Warner Bros in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Warner Bros position peaked at $13.5K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.