Ruedi Wealth Management’s Warner Bros WBD Stock Holding History

Ruedi 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
2025 Q2	–	Sell	-59	Closed	-$633	–	324
2025 Q1	$633	Hold	59	–	–	﹤0.01%	304
2024 Q4	$624	Hold	59	–	–	﹤0.01%	309
2024 Q3	$487	Sell	59 -33	-36%	-$258	﹤0.01%	317
2024 Q2	$684	Buy	92 +33	+56%	+$264	﹤0.01%	398
2024 Q1	$515	Hold	59	–	–	﹤0.01%	249
2023 Q4	$671	Hold	59	–	–	﹤0.01%	229
2023 Q3	$641	Hold	59	–	–	﹤0.01%	208
2023 Q2	$740	Sell	59 -48	-45%	-$623	﹤0.01%	208
2023 Q1	$1.62K	Hold	107	–	–	﹤0.01%	228
2022 Q4	$1.01K	Buy	+107	New	+$1.21K	﹤0.01%	218

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ruedi Wealth Management's WBD Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 59 shares — an estimated $633 sold.

Ruedi Wealth Management first reported a position in WBD in Q4 2022 and held it in 10 quarters. The position peaked at $1.62K in Q1 2023. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

Ruedi Wealth Management reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 59 Warner Bros shares in Q2 2025, an estimated $633.
Ruedi Wealth Management first reported a position in Warner Bros in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Warner Bros position peaked at $1.62K in Q1 2023.
1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.