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Strategic Wealth Partners’s Warner Bros WBD Stock Holding History

Strategic 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 		$32.4K Sell
1,215
-533
-30% -$14.4K ﹤0.01% 630
2026
Q1 		$48K Buy
1,748
+140
+9% +$3.92K ﹤0.01% 523
2025
Q4 		$46.3K Sell
1,608
-307
-16% -$7.17K ﹤0.01% 535
2025
Q3 		$37.4K Sell
1,915
-1,628
-46% -$22.2K ﹤0.01% 612
2025
Q2 		$40.6K Buy
+3,543
New +$33K ﹤0.01% 534
2024
Q3 		– Sell
-10,660
Closed -$79.3K – 305
2024
Q2 		$79.3K Buy
+10,660
New +$85.4K 0.01% 285
2022
Q3 		– Sell
-22,240
Closed -$298K – 284
2022
Q2 		$298K Buy
+22,240
New +$413K 0.06% 198

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

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

Strategic Wealth Partners reduced its Warner Bros (WBD) stake by 30% in Q2 2026, selling an estimated $14.4K and leaving 1,215 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Strategic Wealth Partners first reported a position in WBD in Q2 2022 and has held it in 7 quarters since. The position peaked at $298K in Q2 2022. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Strategic Wealth Partners held 1,215 shares of Warner Bros worth $32.4K as of Q2 2026.
  • Strategic Wealth Partners sold 533 Warner Bros shares in Q2 2026, an estimated $14.4K.
  • Warner Bros made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #630 holding.
  • Strategic Wealth Partners first reported a position in Warner Bros in Q2 2022 and has held it in 7 quarters since.
  • Strategic Wealth Partners's Warner Bros position peaked at $298K in Q2 2022.
  • 1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.