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United Financial Planning Group’s Warner Bros WBD Stock Holding History

United Financial Planning Group’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 		$9.73K Hold
365
– – ﹤0.01% 246
2026
Q1 		$10K Buy
365
+248
+212% +$6.94K 0.01% 215
2025
Q4 		$3.37K Buy
117
+112
+2,240% +$2.62K ﹤0.01% 298
2025
Q3 		$98 Buy
+5
New +$68 ﹤0.01% 211

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

United Financial Planning Group's WBD Position: Q2 2026 in Review

United Financial Planning Group held its Warner Bros (WBD) position steady in Q2 2026 at 365 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

United Financial Planning Group first reported a position in WBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $10K in Q1 2026. 1,310 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • United Financial Planning Group held 365 shares of Warner Bros worth $9.73K as of Q2 2026.
  • United Financial Planning Group left its Warner Bros share count unchanged in Q2 2026.
  • Warner Bros made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #246 holding.
  • United Financial Planning Group first reported a position in Warner Bros in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Warner Bros position peaked at $10K in Q1 2026.
  • 1,310 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.