Steward Partners Investment Advisory’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Buy |
59,766
+4,721
| +9% | +$128K | 0.01% | 1040 |
|
|
2026
Q1 | $1.51M | Buy |
55,045
+3,591
| +7% | +$101K | 0.01% | 969 |
|
|
2025
Q4 | $1.48M | Sell |
51,454
-3,834
| -7% | -$89.6K | 0.01% | 904 |
|
|
2025
Q3 | $1.08M | Sell |
55,288
-2,294
| -4% | -$31.3K | 0.01% | 1024 |
|
|
2025
Q2 | $660K | Sell |
57,582
-6,235
| -10% | -$58.2K | 0.01% | 1170 |
|
|
2025
Q1 | $685K | Sell |
63,817
-1,345
| -2% | -$14.1K | 0.01% | 1072 |
|
|
2024
Q4 | $689K | Buy |
65,162
+4,789
| +8% | +$44.5K | 0.01% | 1020 |
|
|
2024
Q3 | $498K | Buy |
60,373
+781
| +1% | +$6.1K | ﹤0.01% | 1109 |
|
|
2024
Q2 | $443K | Sell |
59,592
-2,983
| -5% | -$23.9K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $546K | Sell |
62,575
-4,719
| -7% | -$45.5K | 0.01% | 1024 |
|
|
2023
Q4 | $766K | Sell |
67,294
-13,405
| -17% | -$145K | 0.01% | 824 |
|
|
2023
Q3 | $876K | Sell |
80,699
-2,210
| -3% | -$27.6K | 0.01% | 720 |
|
|
2023
Q2 | $1.04M | Buy |
82,909
+8,062
| +11% | +$105K | 0.02% | 683 |
|
|
2023
Q1 | $1.13M | Buy |
74,847
+15,799
| +27% | +$225K | 0.02% | 657 |
|
|
2022
Q4 | $560K | Sell |
59,048
-15,151
| -20% | -$171K | 0.01% | 871 |
|
|
2022
Q3 | $853K | Sell |
74,199
-12,794
| -15% | -$174K | 0.02% | 672 |
|
|
2022
Q2 | $1.17M | Buy |
86,993
+82,732
| +1,942% | +$1.53M | 0.02% | 588 |
|
|
2022
Q1 | $106K | Buy |
4,261
+993
| +30% | +$27.2K | ﹤0.01% | 1585 |
|
|
2021
Q4 | $77K | Buy |
3,268
+2,468
| +309% | +$61.4K | ﹤0.01% | 1711 |
|
|
2021
Q3 | $20K | Buy |
800
+448
| +127% | +$12.6K | ﹤0.01% | 2335 |
|
|
2021
Q2 | $11K | Buy |
352
+160
| +83% | +$5.55K | ﹤0.01% | 5877 |
|
|
2021
Q1 | $8.34K | Buy |
192
+59
| +44% | +$2.95K | ﹤0.01% | 2851 |
|
|
2020
Q4 | $4K | Sell |
133
-957
| -88% | -$23.5K | ﹤0.01% | 2591 |
|
|
2020
Q3 | $24K | Buy |
1,090
+67
| +7% | +$1.46K | ﹤0.01% | 1830 |
|
|
2020
Q2 | $22K | Buy |
1,023
+690
| +207% | +$14.9K | ﹤0.01% | 1742 |
|
|
2020
Q1 | $6K | Sell |
333
-800
| -71% | -$22K | ﹤0.01% | 2046 |
|
|
2019
Q4 | $37K | Hold |
1,133
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q3 | $30K | Buy |
1,133
+961
| +559% | +$27.9K | ﹤0.01% | 1585 |
|
|
2019
Q2 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 2242 |
|
|
2018
Q4 | – | Sell |
-549
| Closed | -$18K | – | 2148 |
|
|
2018
Q3 | $18K | Sell |
549
-40
| -7% | -$1.13K | ﹤0.01% | 1616 |
|
|
2018
Q2 | $16K | Buy |
589
+71
| +14% | +$1.69K | ﹤0.01% | 1559 |
|
|
2018
Q1 | $11K | Sell |
518
-171
| -25% | -$4.07K | ﹤0.01% | 1554 |
|
|
2017
Q4 | $15K | Buy |
689
+567
| +465% | +$11.1K | ﹤0.01% | 1229 |
|
|
2017
Q3 | $2K | Hold |
122
| – | – | ﹤0.01% | 1530 |
|
|
2017
Q2 | $3K | Buy |
122
+42
| +53% | +$1.14K | ﹤0.01% | 1364 |
|
|
2017
Q1 | $2K | Sell |
80
-15
| -16% | -$421 | ﹤0.01% | 1335 |
|
|
2016
Q4 | $2K | Buy |
+95
| New | +$2.58K | ﹤0.01% | 775 |
|
Other funds holding WBD
PCM
Steward Partners Investment Advisory's WBD Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Warner Bros (WBD) stake by 8.6% in Q2 2026, buying an estimated $128K and bringing the position to 59,766 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #1040.
Steward Partners Investment Advisory first reported a position in WBD in Q4 2016 and has held it in 37 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.
- Steward Partners Investment Advisory held 59,766 shares of Warner Bros worth $1.59M as of Q2 2026.
- Steward Partners Investment Advisory bought 4,721 Warner Bros shares in Q2 2026, an estimated $128K.
- Warner Bros made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1040 holding.
- Steward Partners Investment Advisory first reported a position in Warner Bros in Q4 2016 and has held it in 37 quarters since.
- 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.