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Unique Wealth Strategies’s Warner Bros WBD Stock Holding History

Unique Wealth Strategies’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 		$572K Buy
+21,444
New +$580K 0.21% 144
2024
Q3 		– Sell
-20
Closed -$175 – 667
2024
Q2 		$175 Buy
+20
New +$160 ﹤0.01% 650

Other funds holding WBD

SCS
Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SRC
Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Unique Wealth Strategies's WBD Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Warner Bros (WBD) in Q2 2026: 21,444 shares worth $572K. The stake represents 0.21% of the portfolio and ranks #144 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in WBD as recently as Q2 2024.

Unique Wealth Strategies first reported a position in WBD in Q2 2024 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Unique Wealth Strategies held 21,444 shares of Warner Bros worth $572K as of Q2 2026.
  • Warner Bros was a new Unique Wealth Strategies position in Q2 2026.
  • Warner Bros made up 0.21% of Unique Wealth Strategies's portfolio in Q2 2026, its #144 holding.
  • Unique Wealth Strategies first reported a position in Warner Bros in Q2 2024 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.