AWM
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Abound Wealth Management’s Walt Disney DIS Stock Holding History

Abound 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 		$29.8K Sell
309
-236
-43% -$24.1K 0.01% 312
2026
Q1 		$52.6K Buy
545
+33
+6% +$3.49K 0.01% 237
2025
Q4 		$58.2K Sell
512
-428
-46% -$47.1K 0.01% 209
2025
Q3 		$108K Buy
940
+214
+29% +$25.2K 0.03% 129
2025
Q2 		$90K Sell
726
-93
-11% -$9.66K 0.03% 133
2025
Q1 		$80.8K Buy
819
+55
+7% +$5.91K 0.03% 135
2024
Q4 		$85.1K Buy
764
+70
+10% +$7.35K 0.03% 123
2024
Q3 		$66.7K Buy
694
+1
+0.1% +$92 0.02% 143
2024
Q2 		$68.8K Sell
693
-26
-4% -$2.8K 0.03% 117
2024
Q1 		$88K Buy
719
+57
+9% +$5.95K 0.03% 98
2023
Q4 		$59.8K Buy
662
+3
+0.5% +$264 0.02% 130
2023
Q3 		$53.4K Sell
659
-61
-8% -$5.21K 0.02% 124
2023
Q2 		$64.3K Sell
720
-53
-7% -$5.02K 0.03% 108
2023
Q1 		$77.4K Buy
773
+141
+22% +$14.2K 0.03% 93
2022
Q4 		$54.9K Sell
632
-360
-36% -$34.4K 0.03% 109
2022
Q3 		$93.6K Buy
+992
New +$106K 0.05% 63

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

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

Abound Wealth Management reduced its Walt Disney (DIS) stake by 43% in Q2 2026, selling an estimated $24.1K and leaving 309 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #312.

Abound Wealth Management first reported a position in DIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $108K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Abound Wealth Management held 309 shares of Walt Disney worth $29.8K as of Q2 2026.
  • Abound Wealth Management sold 236 Walt Disney shares in Q2 2026, an estimated $24.1K.
  • Walt Disney made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Abound Wealth Management first reported a position in Walt Disney in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Walt Disney position peaked at $108K in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.