44 Wealth Management’s Walt Disney DIS Stock Holding History

44 Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Sell	15,856 -556	-3%	-$56.7K	0.51%	69
2026 Q1	$1.58M	Buy	16,412 +10,906	+198%	+$1.15M	0.55%	58
2025 Q4	$626K	Sell	5,506 -714	-11%	-$78.6K	0.21%	128
2025 Q3	$712K	Sell	6,220 -2,653	-30%	-$312K	0.24%	121
2025 Q2	$1.1M	Sell	8,873 -1,944	-18%	-$202K	0.39%	88
2025 Q1	$1.07M	Buy	10,817 +5,048	+88%	+$542K	0.4%	88
2024 Q4	$642K	Buy	+5,769	New	+$606K	0.25%	111
2021 Q4	–	Sell	-1,187	Closed	-$201K	–	184
2021 Q3	$201K	Hold	1,187	–	–	0.08%	174
2021 Q2	$209K	Sell	1,187 -104	-8%	-$18.7K	0.08%	169
2021 Q1	$238K	Buy	1,291 +80	+7%	+$14.8K	0.1%	146
2020 Q4	$219K	Buy	+1,211	New	+$174K	0.1%	146

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

44 Wealth Management's DIS Position: Q2 2026 in Review

44 Wealth Management reduced its Walt Disney (DIS) stake by 3.4% in Q2 2026, selling an estimated $56.7K and leaving 15,856 shares worth $1.53M. The position accounts for 0.51% of the portfolio, ranked #69.

44 Wealth Management first reported a position in DIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.58M in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

44 Wealth Management held 15,856 shares of Walt Disney worth $1.53M as of Q2 2026.
44 Wealth Management sold 556 Walt Disney shares in Q2 2026, an estimated $56.7K.
Walt Disney made up 0.51% of 44 Wealth Management's portfolio in Q2 2026, its #69 holding.
44 Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 11 quarters since.
44 Wealth Management's Walt Disney position peaked at $1.58M in Q1 2026.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.