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SageView Advisory Group’s Warner Bros WBD Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-5,881
Closed -$169K – 2411
2025
Q4 		$169K Sell
5,881
-4,274
-42% -$99.9K 0.01% 651
2025
Q3 		$198K Buy
+10,155
New +$138K 0.01% 630
2025
Q1 		– Sell
-10,426
Closed -$110K – 623
2024
Q4 		$110K Buy
+10,426
New +$96.9K ﹤0.01% 582
2024
Q1 		– Sell
-11,370
Closed -$115K – 828
2023
Q4 		$115K Buy
+11,370
New +$123K ﹤0.01% 624

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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's WBD Position: Q1 2026 in Review

SageView Advisory Group sold out of Warner Bros (WBD) in Q1 2026, closing a stake of 5,881 shares — an estimated $169K sold.

SageView Advisory Group first reported a position in WBD in Q4 2023 and held it in 4 quarters. The position peaked at $198K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold WBD as of Q1 2026.

  • SageView Advisory Group reported no remaining Warner Bros position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5,881 Warner Bros shares in Q1 2026, an estimated $169K.
  • SageView Advisory Group first reported a position in Warner Bros in Q4 2023 and held it in 4 quarters.
  • SageView Advisory Group's Warner Bros position peaked at $198K in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Warner Bros as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.