SW
WBD icon

Simplicity Wealth’s Warner Bros WBD Stock Holding History

Simplicity Wealth’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 		$270K Buy
9,817
+2,276
+30% +$63.7K 0.02% 628
2025
Q4 		$217K Buy
+7,541
New +$176K 0.01% 653
2024
Q3 		– Sell
-14,029
Closed -$104K – 1210
2024
Q2 		$104K Sell
14,029
-36,602
-72% -$293K ﹤0.01% 1172
2024
Q1 		$442K Buy
+50,631
New +$488K 0.01% 782

Other funds holding WBD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return