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Zynergy Retirement Planning’s Warner Bros WBD Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-25
Closed -$264 – 110
2025
Q1 		$264 Hold
25
– – ﹤0.01% 112
2024
Q4 		$206 Hold
25
– – ﹤0.01% 108
2024
Q3 		$206 Hold
25
– – ﹤0.01% 108
2024
Q2 		$186 Buy
+25
New +$200 ﹤0.01% 122

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zynergy Retirement Planning's WBD Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Warner Bros (WBD) in Q2 2025, closing a stake of 25 shares — an estimated $264 sold.

Zynergy Retirement Planning first reported a position in WBD in Q2 2024 and held it in 4 quarters. The position peaked at $264 in Q1 2025. 1,156 funds tracked by Wall St. Rank hold WBD as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Warner Bros position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 25 Warner Bros shares in Q2 2025, an estimated $264.
  • Zynergy Retirement Planning first reported a position in Warner Bros in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Warner Bros position peaked at $264 in Q1 2025.
  • 1,156 funds tracked by Wall St. Rank held Warner Bros as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.