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Retirement Wealth Solutions’s Warner Bros WBD Stock Holding History

Retirement Wealth Solutions’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 		$5.01K Sell
188
-63
-25% -$1.7K ﹤0.01% 339
2026
Q1 		$6.89K Buy
251
+70
+39% +$1.96K ﹤0.01% 263
2025
Q4 		$5.22K Buy
181
+140
+341% +$3.27K ﹤0.01% 307
2025
Q3 		$801 Buy
+41
New +$559 ﹤0.01% 604

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

Retirement Wealth Solutions's WBD Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Warner Bros (WBD) stake by 25% in Q2 2026, selling an estimated $1.7K and leaving 188 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Retirement Wealth Solutions first reported a position in WBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.89K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Retirement Wealth Solutions held 188 shares of Warner Bros worth $5.01K as of Q2 2026.
  • Retirement Wealth Solutions sold 63 Warner Bros shares in Q2 2026, an estimated $1.7K.
  • Warner Bros made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #339 holding.
  • Retirement Wealth Solutions first reported a position in Warner Bros in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Warner Bros position peaked at $6.89K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.