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SIMA Wealth Partners’s Warner Bros WBD Stock Holding History

SIMA 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 		$2.53K Hold
95
– – ﹤0.01% 125
2026
Q1 		$2.61K Sell
95
-79
-45% -$2.21K ﹤0.01% 126
2025
Q4 		$5.01K Sell
174
-15
-8% -$351 ﹤0.01% 123
2025
Q3 		$3.69K Hold
189
– – ﹤0.01% 145
2025
Q2 		$2.17K Hold
189
– – ﹤0.01% 146
2025
Q1 		$2.03K Hold
189
– – ﹤0.01% 172
2024
Q4 		$2K Hold
189
– – ﹤0.01% 161
2024
Q3 		$1.56K Hold
189
– – ﹤0.01% 138
2024
Q2 		$1.41K Buy
+189
New +$1.51K ﹤0.01% 159

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 40.91% 1-Year Est. Return

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

SIMA Wealth Partners held its Warner Bros (WBD) position steady in Q2 2026 at 95 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

SIMA Wealth Partners first reported a position in WBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.01K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • SIMA Wealth Partners held 95 shares of Warner Bros worth $2.53K as of Q2 2026.
  • SIMA Wealth Partners left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • SIMA Wealth Partners first reported a position in Warner Bros in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Warner Bros position peaked at $5.01K in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.