AWA
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Aaron Wealth Advisors’s Walt Disney DIS Stock Holding History

Aaron Wealth Advisors’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 		$2.07M Buy
21,514
+3,565
+20% +$363K 0.11% 123
2026
Q1 		$1.73M Sell
17,949
-7,577
-30% -$801K 0.1% 129
2025
Q4 		$2.9M Buy
25,526
+4,451
+21% +$490K 0.16% 87
2025
Q3 		$2.41M Buy
21,075
+8,587
+69% +$1.01M 0.14% 86
2025
Q2 		$1.55M Buy
12,488
+776
+7% +$80.6K 0.16% 87
2025
Q1 		$1.16M Buy
11,712
+122
+1% +$13.1K 0.13% 110
2024
Q4 		$1.29M Buy
11,590
+602
+5% +$63.2K 0.15% 86
2024
Q3 		$1.06M Buy
10,988
+947
+9% +$87.1K 0.13% 114
2024
Q2 		$997K Buy
10,041
+633
+7% +$68.1K 0.14% 97
2024
Q1 		$1.15M Buy
9,408
+1,846
+24% +$193K 0.17% 80
2023
Q4 		$683K Buy
7,562
+1,016
+16% +$89.6K 0.11% 110
2023
Q3 		$531K Buy
6,546
+530
+9% +$45.3K 0.07% 144
2023
Q2 		$537K Sell
6,016
-584
-9% -$55.3K 0.07% 149
2023
Q1 		$661K Buy
6,600
+1,119
+20% +$113K 0.09% 129
2022
Q4 		$476K Buy
5,481
+1,131
+26% +$108K 0.07% 156
2022
Q3 		$410K Buy
4,350
+548
+14% +$58.6K 0.08% 133
2022
Q2 		$358K Buy
3,802
+1,045
+38% +$116K 0.09% 130
2022
Q1 		$378K Sell
2,757
-348
-11% -$50.3K 0.09% 135
2021
Q4 		$480K Buy
3,105
+509
+20% +$82.2K 0.13% 102
2021
Q3 		$439K Sell
2,596
-17
-0.7% -$3.03K 0.12% 99
2021
Q2 		$459K Buy
2,613
+156
+6% +$28.1K 0.15% 95
2021
Q1 		$453K Buy
2,457
+278
+13% +$51.3K 0.17% 91
2020
Q4 		$394K Buy
+2,179
New +$313K 0.14% 91

Other funds holding DIS

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aaron Wealth Advisors's DIS Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Walt Disney (DIS) stake by 20% in Q2 2026, buying an estimated $363K and bringing the position to 21,514 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #123.

Aaron Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.9M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aaron Wealth Advisors held 21,514 shares of Walt Disney worth $2.07M as of Q2 2026.
  • Aaron Wealth Advisors bought 3,565 Walt Disney shares in Q2 2026, an estimated $363K.
  • Walt Disney made up 0.11% of Aaron Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Aaron Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Walt Disney position peaked at $2.9M in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.