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Abacus Wealth Partners’s Walt Disney DIS Stock Holding History

Abacus Wealth Partners’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 		$218K Sell
2,269
-267
-11% -$27.2K 0.02% 302
2026
Q1 		$244K Sell
2,536
-160
-6% -$16.9K 0.02% 421
2025
Q4 		$307K Buy
2,696
+646
+32% +$71.1K 0.03% 334
2025
Q3 		$235K Sell
2,050
-49
-2% -$5.77K 0.03% 86
2025
Q2 		$260K Buy
2,099
+45
+2% +$4.68K 0.04% 88
2025
Q1 		$203K Sell
2,054
-920
-31% -$98.9K 0.03% 87
2024
Q4 		$331K Buy
2,974
+77
+3% +$8.09K 0.05% 59
2024
Q3 		$279K Buy
2,897
+12
+0.4% +$1.1K 0.04% 72
2024
Q2 		$286K Buy
2,885
+118
+4% +$12.7K 0.05% 65
2024
Q1 		$339K Buy
+2,767
New +$289K 0.06% 63
2022
Q1 		– Sell
-1,805
Closed -$280K – 101
2021
Q4 		$280K Sell
1,805
-23
-1% -$3.71K 0.1% 83
2021
Q3 		$309K Sell
1,828
-493
-21% -$87.9K 0.11% 77
2021
Q2 		$408K Sell
2,321
-22
-0.9% -$3.96K 0.16% 49
2021
Q1 		$432K Sell
2,343
-149
-6% -$27.5K 0.31% 47
2020
Q4 		$451K Buy
+2,492
New +$358K 0.39% 37

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

Abacus Wealth Partners's DIS Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $27.2K and leaving 2,269 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #302.

Abacus Wealth Partners first reported a position in DIS in Q4 2020 and has held it in 15 quarters since. The position peaked at $451K in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Abacus Wealth Partners held 2,269 shares of Walt Disney worth $218K as of Q2 2026.
  • Abacus Wealth Partners sold 267 Walt Disney shares in Q2 2026, an estimated $27.2K.
  • Walt Disney made up 0.02% of Abacus Wealth Partners's portfolio in Q2 2026, its #302 holding.
  • Abacus Wealth Partners first reported a position in Walt Disney in Q4 2020 and has held it in 15 quarters since.
  • Abacus Wealth Partners's Walt Disney position peaked at $451K in Q4 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.