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Sagespring Wealth Partners’s Warner Bros WBD Stock Holding History

Sagespring Wealth Partners’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 		$921K Sell
34,541
-839
-2% -$22.7K 0.01% 367
2026
Q1 		$972K Buy
35,380
+2,256
+7% +$63.2K 0.02% 327
2025
Q4 		$955K Buy
33,124
+5,735
+21% +$134K 0.02% 318
2025
Q3 		$535K Buy
27,389
+6,196
+29% +$84.4K 0.01% 444
2025
Q2 		$243K Sell
21,193
-3,103
-13% -$28.9K 0.01% 642
2025
Q1 		$261K Buy
24,296
+8,424
+53% +$88.1K 0.01% 560
2024
Q4 		$168K Buy
+15,872
New +$147K ﹤0.01% 594

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

Sagespring Wealth Partners's WBD Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Warner Bros (WBD) stake by 2.4% in Q2 2026, selling an estimated $22.7K and leaving 34,541 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #367.

Sagespring Wealth Partners first reported a position in WBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $972K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Sagespring Wealth Partners held 34,541 shares of Warner Bros worth $921K as of Q2 2026.
  • Sagespring Wealth Partners sold 839 Warner Bros shares in Q2 2026, an estimated $22.7K.
  • Warner Bros made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #367 holding.
  • Sagespring Wealth Partners first reported a position in Warner Bros in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Warner Bros position peaked at $972K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.