Toth Financial Advisory’s Warner Bros WBD Stock Holding History

Toth Financial Advisory’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	$720	Sell	27 -5	-16%	-$135	﹤0.01%	852
2026 Q1	$879	Buy	32 +27	+540%	+$756	﹤0.01%	822
2025 Q4	$145	Sell	5 -44	-90%	-$1.03K	﹤0.01%	872
2025 Q3	$957	Hold	49	–	–	﹤0.01%	742
2025 Q2	$562	Buy	+49	New	+$457	﹤0.01%	708
2023 Q3	–	Sell	-29	Closed	-$364	–	854
2023 Q2	$364	Buy	29 +28	+2,800%	+$363	﹤0.01%	751
2023 Q1	$16	Buy	+1	New	+$14	﹤0.01%	808
2019 Q2	–	Sell	-200	Closed	-$5K	–	479
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	358
2018 Q4	$5K	Sell	200 -90	-31%	-$2.74K	﹤0.01%	333
2018 Q3	$9K	Sell	290 -1,360	-82%	-$38.3K	﹤0.01%	325
2018 Q2	$45K	Buy	+1,650	New	+$39.3K	0.01%	215
2015 Q3	–	Sell	-15,269	Closed	-$508K	–	121
2015 Q2	$508K	Buy	15,269 +2,100	+16%	+$69.3K	0.17%	94
2015 Q1	$405K	Buy	+13,169	New	+$413K	0.14%	100

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

Toth Financial Advisory's WBD Position: Q2 2026 in Review

Toth Financial Advisory reduced its Warner Bros (WBD) stake by 16% in Q2 2026, selling an estimated $135 and leaving 27 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Toth Financial Advisory first reported a position in WBD in Q1 2015 and has held it in 13 quarters since. The position peaked at $508K in Q2 2015. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Toth Financial Advisory held 27 shares of Warner Bros worth $720 as of Q2 2026.
Toth Financial Advisory sold 5 Warner Bros shares in Q2 2026, an estimated $135.
Warner Bros made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #852 holding.
Toth Financial Advisory first reported a position in Warner Bros in Q1 2015 and has held it in 13 quarters since.
Toth Financial Advisory's Warner Bros position peaked at $508K in Q2 2015.
1,308 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.