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Sarver Vrooman Wealth Advisors’s Warner Bros WBD Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$5.98K Hold
224
– – ﹤0.01% 122
2026
Q1 		$6.15K Hold
224
– – ﹤0.01% 117
2025
Q4 		$6.46K Hold
224
– – ﹤0.01% 116
2025
Q3 		$4.38K Sell
224
-224
-50% -$3.05K ﹤0.01% 116
2025
Q2 		$5.13K Hold
448
– – ﹤0.01% 112
2025
Q1 		$4.81K Buy
+448
New +$4.69K ﹤0.01% 112

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

Sarver Vrooman Wealth Advisors's WBD Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 224 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

Sarver Vrooman Wealth Advisors first reported a position in WBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.46K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 224 shares of Warner Bros worth $5.98K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Warner Bros in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Warner Bros position peaked at $6.46K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.