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Robertson Stephens Wealth Management’s Warner Bros WBD Stock Holding History

Robertson Stephens Wealth 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 		$291K Sell
10,907
-148
-1% -$4K 0.01% 529
2026
Q1 		$304K Buy
11,055
+147
+1% +$4.12K 0.01% 512
2025
Q4 		$314K Buy
+10,908
New +$255K 0.01% 517
2022
Q4 		– Sell
-10,057
Closed -$115K – 439
2022
Q3 		$115K Buy
+10,057
New +$137K 0.01% 349

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

Robertson Stephens Wealth Management's WBD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Warner Bros (WBD) stake by 1.3% in Q2 2026, selling an estimated $4K and leaving 10,907 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #529.

Robertson Stephens Wealth Management first reported a position in WBD in Q3 2022 and has held it in 4 quarters since. The position peaked at $314K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Robertson Stephens Wealth Management held 10,907 shares of Warner Bros worth $291K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 148 Warner Bros shares in Q2 2026, an estimated $4K.
  • Warner Bros made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Robertson Stephens Wealth Management first reported a position in Warner Bros in Q3 2022 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's Warner Bros position peaked at $314K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.