Van Hulzen Asset Management’s Warner Bros WBD Stock Holding History

Van Hulzen Asset Management’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
2025 Q1	–	Sell	-1,578	Closed	-$16.7K	–	1115
2024 Q4	$16.7K	Buy	+1,578	New	+$14.7K	﹤0.01%	710

Other funds holding WBD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Van Hulzen Asset Management's WBD Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Warner Bros (WBD) in Q1 2025, closing a stake of 1,578 shares — an estimated $16.7K sold.

Van Hulzen Asset Management first reported a position in WBD in Q4 2024 and held it in 1 quarter. The position peaked at $16.7K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold WBD as of Q1 2025.

Van Hulzen Asset Management reported no remaining Warner Bros position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,578 Warner Bros shares in Q1 2025, an estimated $16.7K.
Van Hulzen Asset Management first reported a position in Warner Bros in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Warner Bros position peaked at $16.7K in Q4 2024.
1,170 funds tracked by Wall St. Rank held Warner Bros as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.