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Valued Wealth Advisors’s Warner Bros WBD Stock Holding History

Valued 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 		$3.41K Buy
128
+17
+15% +$460 ﹤0.01% 551
2026
Q1 		$3.05K Buy
111
+110
+11,000% +$3.08K ﹤0.01% 476
2025
Q4 		$29 Hold
1
– – ﹤0.01% 637
2025
Q3 		$20 Buy
+1
New +$14 ﹤0.01% 622
2025
Q1 		– Sell
-67
Closed -$709 – 677
2024
Q4 		$709 Buy
+67
New +$623 ﹤0.01% 516
2024
Q3 		– Sell
-10
Closed -$75 – 658
2024
Q2 		$75 Hold
10
– – ﹤0.01% 604
2024
Q1 		$88 Sell
10
-61
-86% -$588 ﹤0.01% 596
2023
Q4 		$772 Buy
+71
New +$766 ﹤0.01% 398

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

Valued Wealth Advisors's WBD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Warner Bros (WBD) stake by 15% in Q2 2026, buying an estimated $460 and bringing the position to 128 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Valued Wealth Advisors first reported a position in WBD in Q4 2023 and has held it in 8 quarters since. 1,319 funds tracked by Wall St. Rank hold WBD as of Q2 2026.

  • Valued Wealth Advisors held 128 shares of Warner Bros worth $3.41K as of Q2 2026.
  • Valued Wealth Advisors bought 17 Warner Bros shares in Q2 2026, an estimated $460.
  • Warner Bros made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #551 holding.
  • Valued Wealth Advisors first reported a position in Warner Bros in Q4 2023 and has held it in 8 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Warner Bros as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.