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Abundance Wealth Counselors’s Walt Disney DIS Stock Holding History

Abundance Wealth Counselors’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 		$1.97M Buy
20,421
+9,950
+95% +$1.01M 0.13% 107
2026
Q1 		$1.01M Buy
10,471
+973
+10% +$103K 0.14% 104
2025
Q4 		$1.08M Buy
9,498
+165
+2% +$18.2K 0.18% 89
2025
Q3 		$1.07M Sell
9,333
-273
-3% -$32.2K 0.18% 94
2025
Q2 		$1.19M Sell
9,606
-319
-3% -$33.1K 0.22% 81
2025
Q1 		$1M Buy
9,925
+263
+3% +$28.3K 0.21% 86
2024
Q4 		$1.08M Buy
9,662
+94
+1% +$9.87K 0.23% 74
2024
Q3 		$920K Buy
+9,568
New +$880K 0.19% 87
2024
Q2 		– Sell
-10,271
Closed -$1.26M – 84
2024
Q1 		$1.26M Buy
10,271
+293
+3% +$30.6K 0.29% 60
2023
Q4 		$901K Buy
9,978
+61
+0.6% +$5.38K 0.23% 68
2023
Q3 		$804K Buy
+9,917
New +$847K 0.23% 68
2023
Q2 		– Sell
-10,502
Closed -$1.05M – 83
2023
Q1 		$1.05M Buy
10,502
+1,068
+11% +$108K 0.27% 59
2022
Q4 		$820K Sell
9,434
-910
-9% -$87K 0.22% 70
2022
Q3 		$976K Hold
10,344
– – 0.28% 56
2022
Q2 		$976K Buy
10,344
+732
+8% +$81.2K 0.26% 58
2022
Q1 		$1.32M Buy
9,612
+877
+10% +$127K 0.36% 51
2021
Q4 		$1.35M Buy
+8,735
New +$1.41M 0.35% 50
2021
Q3 		– Sell
-7,960
Closed -$1.4M – 59
2021
Q2 		$1.4M Buy
7,960
+1,118
+16% +$201K 0.36% 38
2021
Q1 		$1.26M Buy
6,842
+304
+5% +$56.1K 0.31% 27
2020
Q4 		$1.19M Sell
6,538
-1,110
-15% -$159K 0.3% 23
2020
Q3 		$949K Buy
7,648
+22
+0.3% +$2.75K 0.27% 29
2020
Q2 		$850K Buy
7,626
+5,266
+223% +$581K 0.26% 31
2020
Q1 		$228K Buy
2,360
+563
+31% +$71.2K 0.08% 34
2019
Q4 		$260K Hold
1,797
– – 0.07% 30
2019
Q3 		$234K Buy
+1,797
New +$248K 0.07% 30

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

Abundance Wealth Counselors's DIS Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Walt Disney (DIS) stake by 95% in Q2 2026, buying an estimated $1.01M and bringing the position to 20,421 shares worth $1.97M. The position accounts for 0.13% of the portfolio, ranked #107.

Abundance Wealth Counselors first reported a position in DIS in Q3 2019 and has held it in 25 quarters since. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Abundance Wealth Counselors held 20,421 shares of Walt Disney worth $1.97M as of Q2 2026.
  • Abundance Wealth Counselors bought 9,950 Walt Disney shares in Q2 2026, an estimated $1.01M.
  • Walt Disney made up 0.13% of Abundance Wealth Counselors's portfolio in Q2 2026, its #107 holding.
  • Abundance Wealth Counselors first reported a position in Walt Disney in Q3 2019 and has held it in 25 quarters since.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.