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SHP Wealth Management’s Warner Bros WBD Stock Holding History

SHP 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
2026
Q2 		$132K Sell
4,957
-34
-0.7% -$920 0.01% 372
2026
Q1 		$137K Buy
4,991
+164
+3% +$4.59K 0.01% 332
2025
Q4 		$139K Buy
+4,827
New +$113K 0.01% 305

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 $3.38T AUM 44.17% 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

SHP Wealth Management's WBD Position: Q2 2026 in Review

SHP Wealth Management reduced its Warner Bros (WBD) stake by 0.68% in Q2 2026, selling an estimated $920 and leaving 4,957 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #372.

SHP Wealth Management first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $139K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • SHP Wealth Management held 4,957 shares of Warner Bros worth $132K as of Q2 2026.
  • SHP Wealth Management sold 34 Warner Bros shares in Q2 2026, an estimated $920.
  • Warner Bros made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #372 holding.
  • SHP Wealth Management first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Warner Bros position peaked at $139K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.