Strategic Wealth Advisors’s Warner Bros WBD Stock Holding History

Strategic 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	$11K	Hold	402	–	–	0.01%	169
2026 Q1	$11K	Hold	402	–	–	0.01%	175
2025 Q4	$11K	Buy	+402	New	+$9.39K	0.01%	169

Other funds holding WBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Strategic Wealth Advisors's WBD Position: Q2 2026 in Review

Strategic Wealth Advisors held its Warner Bros (WBD) position steady in Q2 2026 at 402 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #169.

Strategic Wealth Advisors first reported a position in WBD in Q4 2025 and has held it in 3 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Strategic Wealth Advisors held 402 shares of Warner Bros worth $11K as of Q2 2026.
Strategic Wealth Advisors left its Warner Bros share count unchanged in Q2 2026.
Warner Bros made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Strategic Wealth Advisors first reported a position in Warner Bros in Q4 2025 and has held it in 3 quarters since.
1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.