Turtle Creek Wealth Advisors’s Warner Bros WBD Stock Holding History

Turtle Creek 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	$262K	Buy	9,826 +728	+8%	+$19.7K	0.01%	393
2026 Q1	$250K	Buy	+9,098	New	+$255K	0.02%	357
2024 Q1	–	Sell	-674	Closed	-$7.67K	–	807
2023 Q4	$7.67K	Buy	+674	New	+$7.28K	﹤0.01%	580

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

Turtle Creek Wealth Advisors's WBD Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Warner Bros (WBD) stake by 8% in Q2 2026, buying an estimated $19.7K and bringing the position to 9,826 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #393.

Turtle Creek Wealth Advisors first reported a position in WBD in Q4 2023 and has held it in 3 quarters since. 1,308 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

Turtle Creek Wealth Advisors held 9,826 shares of Warner Bros worth $262K as of Q2 2026.
Turtle Creek Wealth Advisors bought 728 Warner Bros shares in Q2 2026, an estimated $19.7K.
Warner Bros made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #393 holding.
Turtle Creek Wealth Advisors first reported a position in Warner Bros in Q4 2023 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 Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.