RSWM
WMG icon

Robertson Stephens Wealth Management’s Warner Music WMG Stock Holding History

Robertson Stephens Wealth Management’s Portfolio WMG Stock Details WMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+7,390
New +$220K ﹤0.01% 621
2026
Q1 		– Sell
-7,400
Closed -$227K – 681
2025
Q4 		$227K Buy
+7,400
New +$226K 0.01% 576
2024
Q4 		– Sell
-28,067
Closed -$879K – 642
2024
Q3 		$879K Buy
+28,067
New +$831K 0.03% 299

Other funds holding WMG

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Robertson Stephens Wealth Management opened a new position in Warner Music (WMG) in Q2 2026: 7,390 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in WMG as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in WMG in Q3 2024 and has held it in 3 quarters since. The position peaked at $879K in Q3 2024. 336 funds tracked by Wall St. Rank hold WMG as of Q2 2026.

  • Robertson Stephens Wealth Management held 7,390 shares of Warner Music worth $200K as of Q2 2026.
  • Warner Music was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Warner Music made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Robertson Stephens Wealth Management first reported a position in Warner Music in Q3 2024 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Warner Music position peaked at $879K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Warner Music as of Q2 2026.

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