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Triad Investment Management’s Warner Bros WBD Stock Holding History

Triad 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 		– Sell
-12,009
Closed -$330K – 38
2026
Q1 		$330K Sell
12,009
-313,565
-96% -$8.78M 0.39% 33
2025
Q4 		$9.38M Buy
+325,574
New +$7.61M 9.5% 1
2024
Q1 		$2.03M Buy
232,876
+42,968
+23% +$414K 2.47% 19
2023
Q4 		$2.16M Sell
189,908
-6,112
-3% -$66K 2.84% 18
2023
Q3 		$2.13M Buy
196,020
+22,907
+13% +$286K 3.11% 15
2023
Q2 		$2.17M Buy
173,113
+1,465
+0.9% +$19K 3.02% 16
2023
Q1 		$2.59M Buy
171,648
+27,122
+19% +$386K 3.77% 7
2022
Q4 		$1.37M Sell
144,526
-4,018
-3% -$45.4K 2.14% 19
2022
Q3 		$1.71M Buy
148,544
+22,914
+18% +$311K 2.97% 15
2022
Q2 		$1.69M Buy
+125,630
New +$2.33M 2.5% 17
2020
Q4 		$2.87M Sell
95,210
-1,144
-1% -$28K 3.18% 13
2020
Q3 		$2.1M Sell
96,354
-3,568
-4% -$77.9K 2.97% 13
2020
Q2 		$2.11M Sell
99,922
-2,044
-2% -$44.1K 2.85% 16
2020
Q1 		$1.98M Sell
101,966
-3,557
-3% -$97.6K 3.44% 12
2019
Q4 		$3.46M Sell
105,523
-34
-0% -$1.02K 3.35% 11
2019
Q3 		$2.81M Sell
105,557
-319
-0.3% -$9.27K 3.06% 15
2019
Q2 		$3.25M Sell
105,876
-912
-0.9% -$26.5K 3.36% 13
2019
Q1 		$2.88M Sell
106,788
-24
-0% -$668 2.94% 13
2018
Q4 		$2.64M Buy
+106,812
New +$3.25M 3.46% 8

Other funds holding WBD

FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Triad Investment Management sold out of Warner Bros (WBD) in Q2 2026, closing a stake of 12,009 shares — an estimated $330K sold.

Triad Investment Management first reported a position in WBD in Q4 2018 and held it in 19 quarters. The position peaked at $9.38M in Q4 2025. 425 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Triad Investment Management reported no remaining Warner Bros position as of Q2 2026 after selling out during the quarter.
  • Triad Investment Management sold 12,009 Warner Bros shares in Q2 2026, an estimated $330K.
  • Triad Investment Management first reported a position in Warner Bros in Q4 2018 and held it in 19 quarters.
  • Triad Investment Management's Warner Bros position peaked at $9.38M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.