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Synergy Investment Management’s Warner Bros WBD Stock Holding History

Synergy Investment Management’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 		$19.1K Buy
743
+617
+490% +$16.7K ﹤0.01% 526
2026
Q1 		$3.46K Buy
+126
New +$3.53K ﹤0.01% 631
2025
Q1 		– Sell
-20
Closed -$211 – 670
2024
Q4 		$211 Buy
+20
New +$186 ﹤0.01% 624

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

Synergy Investment Management's WBD Position: Q2 2026 in Review

Synergy Investment Management increased its Warner Bros (WBD) stake by 490% in Q2 2026, buying an estimated $16.7K and bringing the position to 743 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Synergy Investment Management first reported a position in WBD in Q4 2024 and has held it in 3 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Synergy Investment Management held 743 shares of Warner Bros worth $19.1K as of Q2 2026.
  • Synergy Investment Management bought 617 Warner Bros shares in Q2 2026, an estimated $16.7K.
  • Warner Bros made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #526 holding.
  • Synergy Investment Management first reported a position in Warner Bros in Q4 2024 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 Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.