AWM
DIS icon

Aberdeen Wealth Management’s Walt Disney DIS Stock Holding History

Aberdeen 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 		$382K Sell
3,973
-3,032
-43% -$309K 0.18% 89
2026
Q1 		$675K Sell
7,005
-69
-1% -$7.29K 0.31% 68
2025
Q4 		$805K Sell
7,074
-259
-4% -$28.5K 0.37% 58
2025
Q3 		$840K Sell
7,333
-200
-3% -$23.6K 0.53% 53
2025
Q2 		$934K Hold
7,533
– – 0.62% 42
2025
Q1 		$743K Buy
7,533
+201
+3% +$21.6K 0.51% 57
2024
Q4 		$816K Sell
7,332
-548
-7% -$57.6K 0.56% 47
2024
Q3 		$758K Buy
7,880
+241
+3% +$22.2K 0.5% 60
2024
Q2 		$759K Sell
7,639
-1,020
-12% -$110K 0.51% 51
2024
Q1 		$1.06M Hold
8,659
– – 0.62% 40
2023
Q4 		$782K Hold
8,659
– – 0.57% 48
2023
Q3 		$702K Hold
8,659
– – 0.53% 51
2023
Q2 		$773K Buy
8,659
+55
+0.6% +$5.21K 0.56% 49
2023
Q1 		$862K Hold
8,604
– – 0.64% 42
2022
Q4 		$748K Sell
8,604
-50
-0.6% -$4.78K 0.56% 50
2022
Q3 		$816K Hold
8,654
– – 0.72% 40
2022
Q2 		$817K Sell
8,654
-100
-1% -$11.1K 0.65% 44
2022
Q1 		$1.2M Buy
8,754
+100
+1% +$14.5K 0.82% 33
2021
Q4 		$1.34M Sell
8,654
-125
-1% -$20.2K 0.87% 30
2021
Q3 		$1.49M Sell
8,779
-200
-2% -$35.6K 1.44% 19
2021
Q2 		$1.58M Hold
8,979
– – 1.45% 18
2021
Q1 		$1.66M Sell
8,979
-1,132
-11% -$209K 1.32% 21
2020
Q4 		$1.83M Buy
10,111
+112
+1% +$16.1K 1.38% 15
2020
Q3 		$1.24M Sell
9,999
-1,150
-10% -$144K 1.18% 26
2020
Q2 		$1.24M Buy
11,149
+745
+7% +$82.2K 1.33% 20
2020
Q1 		$1M Sell
10,404
-45
-0.4% -$5.69K 1.22% 23
2019
Q4 		$1.51M Buy
+10,449
New +$1.46M 1.13% 16

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

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

Aberdeen Wealth Management reduced its Walt Disney (DIS) stake by 43% in Q2 2026, selling an estimated $309K and leaving 3,973 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #89.

Aberdeen Wealth Management first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.83M in Q4 2020. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aberdeen Wealth Management held 3,973 shares of Walt Disney worth $382K as of Q2 2026.
  • Aberdeen Wealth Management sold 3,032 Walt Disney shares in Q2 2026, an estimated $309K.
  • Walt Disney made up 0.18% of Aberdeen Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Aberdeen Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's Walt Disney position peaked at $1.83M in Q4 2020.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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