VAG
WBD icon

VisionPoint Advisory Group’s Warner Bros WBD Stock Holding History

VisionPoint Advisory 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
2025
Q4 		– Sell
-44,625
Closed -$872K – 434
2025
Q3 		$872K Sell
44,625
-1,246
-3% -$17K 0.17% 131
2025
Q2 		$526K Sell
45,871
-4,757
-9% -$44.4K 0.11% 183
2025
Q1 		$543K Buy
50,628
+1,918
+4% +$20.1K 0.19% 107
2024
Q4 		$519K Sell
48,710
-8,484
-15% -$78.8K 0.18% 106
2024
Q3 		$472K Sell
57,194
-6,164
-10% -$48.2K 0.16% 116
2024
Q2 		$471K Sell
63,358
-2,418
-4% -$19.4K 0.17% 112
2024
Q1 		$574K Sell
65,776
-55,039
-46% -$530K 0.21% 108
2023
Q4 		$1.37M Buy
120,815
+1,498
+1% +$16.2K 0.51% 58
2023
Q3 		$1.3M Buy
119,317
+2,162
+2% +$27K 0.56% 53
2023
Q2 		$1.47M Buy
117,155
+5,827
+5% +$75.6K 0.6% 48
2023
Q1 		$1.37M Buy
111,328
+19,113
+21% +$272K 0.61% 47
2022
Q4 		$1.38M Buy
92,215
+79,245
+611% +$895K 0.57% 41
2022
Q3 		$149K Buy
+12,970
New +$176K 0.07% 93

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's WBD Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Warner Bros (WBD) in Q4 2025, closing a stake of 44,625 shares — an estimated $872K sold.

VisionPoint Advisory Group first reported a position in WBD in Q3 2022 and held it in 13 quarters. The position peaked at $1.47M in Q2 2023. 1,317 funds tracked by Wall St. Rank hold WBD as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Warner Bros position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 44,625 Warner Bros shares in Q4 2025, an estimated $872K.
  • VisionPoint Advisory Group first reported a position in Warner Bros in Q3 2022 and held it in 13 quarters.
  • VisionPoint Advisory Group's Warner Bros position peaked at $1.47M in Q2 2023.
  • 1,317 funds tracked by Wall St. Rank held Warner Bros as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.