UCFA
WBD

United Capital Financial Advisors’s Warner Bros WBD Stock Holding History

United Capital Financial 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 		$2.43M Sell
91,027
-2,834
-3% -$76.7K 0.01% 534
2026
Q1 		$2.58M Buy
93,861
+9,021
+11% +$253K 0.02% 496
2025
Q4 		$2.45M Buy
84,840
+29,547
+53% +$691K 0.01% 487
2025
Q3 		$1.08M Buy
55,293
+2,554
+5% +$34.8K 0.01% 618
2025
Q2 		$604K Buy
52,739
+9,425
+22% +$87.9K ﹤0.01% 732
2025
Q1 		$465K Sell
43,314
-224
-0.5% -$2.34K ﹤0.01% 766
2024
Q4 		$460K Sell
43,538
-20,935
-32% -$195K ﹤0.01% 754
2024
Q3 		$532K Sell
64,473
-7,587
-11% -$59.3K ﹤0.01% 712
2024
Q2 		$536K Buy
72,060
+23,247
+48% +$186K ﹤0.01% 697
2024
Q1 		$426K Sell
48,813
-15,556
-24% -$150K ﹤0.01% 778
2023
Q4 		$733K Buy
64,369
+9,298
+17% +$100K 0.01% 632
2023
Q3 		$598K Buy
55,071
+4,638
+9% +$57.9K ﹤0.01% 608
2023
Q2 		$632K Sell
50,433
-5,789
-10% -$75.1K ﹤0.01% 643
2023
Q1 		$849K Sell
56,222
-30,907
-35% -$440K ﹤0.01% 622
2022
Q4 		$826K Sell
87,129
-20,195
-19% -$228K ﹤0.01% 657
2022
Q3 		$1.23M Sell
107,324
-27,358
-20% -$372K 0.01% 570
2022
Q2 		$1.81M Buy
+134,682
New +$2.5M 0.01% 514
2020
Q1 		– Sell
-7,801
Closed -$255K – 1380
2019
Q4 		$255K Buy
+7,801
New +$235K ﹤0.01% 1204
2019
Q3 		– Sell
-26,347
Closed -$809K – 1493
2019
Q2 		$809K Buy
26,347
+1,806
+7% +$52.5K 0.01% 881
2019
Q1 		$663K Buy
24,541
+1,591
+7% +$44.3K ﹤0.01% 899
2018
Q4 		$568K Buy
22,950
+6,552
+40% +$199K ﹤0.01% 879
2018
Q3 		$525K Buy
16,398
+1,013
+7% +$28.5K ﹤0.01% 958
2018
Q2 		$423K Buy
+15,385
New +$367K ﹤0.01% 975
2015
Q1 		– Sell
-11,648
Closed -$401K – 1283
2014
Q4 		$401K Sell
11,648
-6,963
-37% -$241K 0.01% 892
2014
Q3 		$703K Buy
+18,611
New +$775K 0.01% 697
2013
Q3 		– Sell
-21,349
Closed -$843K – 751
2013
Q2 		$843K Buy
+21,349
New +$851K 0.02% 431

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

United Capital Financial Advisors's WBD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Warner Bros (WBD) stake by 3% in Q2 2026, selling an estimated $76.7K and leaving 91,027 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #534.

United Capital Financial Advisors first reported a position in WBD in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.58M in Q1 2026. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • United Capital Financial Advisors held 91,027 shares of Warner Bros worth $2.43M as of Q2 2026.
  • United Capital Financial Advisors sold 2,834 Warner Bros shares in Q2 2026, an estimated $76.7K.
  • Warner Bros made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #534 holding.
  • United Capital Financial Advisors first reported a position in Warner Bros in Q2 2013 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Warner Bros position peaked at $2.58M in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.