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Allegheny Financial Group’s Walt Disney DIS Stock Holding History

Allegheny Financial Group’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 		$466K Buy
4,843
+103
+2% +$10.5K 0.05% 179
2026
Q1 		$457K Sell
4,740
-100
-2% -$10.6K 0.06% 161
2025
Q4 		$551K Buy
4,840
+55
+1% +$6.06K 0.08% 145
2025
Q3 		$548K Buy
4,785
+134
+3% +$15.8K 0.1% 138
2025
Q2 		$577K Buy
4,651
+80
+2% +$8.31K 0.13% 130
2025
Q1 		$451K Sell
4,571
-53
-1% -$5.7K 0.12% 139
2024
Q4 		$515K Buy
4,624
+106
+2% +$11.1K 0.13% 123
2024
Q3 		$435K Sell
4,518
-142
-3% -$13.1K 0.11% 157
2024
Q2 		$463K Buy
4,660
+546
+13% +$58.8K 0.13% 134
2024
Q1 		$503K Sell
4,114
-491
-11% -$51.3K 0.16% 119
2023
Q4 		$416K Buy
4,605
+181
+4% +$16K 0.13% 131
2023
Q3 		$359K Buy
4,424
+351
+9% +$30K 0.13% 135
2023
Q2 		$364K Sell
4,073
-10
-0.2% -$947 0.17% 113
2023
Q1 		$409K Sell
4,083
-53
-1% -$5.34K 0.17% 114
2022
Q4 		$359K Buy
4,136
+1
+0% +$96 0.15% 115
2022
Q3 		$390K Buy
4,135
+26
+0.6% +$2.78K 0.18% 99
2022
Q2 		$388K Sell
4,109
-86
-2% -$9.54K 0.18% 92
2022
Q1 		$575K Sell
4,195
-102
-2% -$14.7K 0.24% 73
2021
Q4 		$665K Buy
4,297
+152
+4% +$24.5K 0.27% 68
2021
Q3 		$701K Sell
4,145
-29
-0.7% -$5.17K 0.32% 56
2021
Q2 		$734K Buy
4,174
+164
+4% +$29.5K 0.33% 56
2021
Q1 		$740K Sell
4,010
-33
-0.8% -$6.09K 0.54% 34
2020
Q4 		$732K Buy
+4,043
New +$580K 0.39% 47

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

Allegheny Financial Group's DIS Position: Q2 2026 in Review

Allegheny Financial Group increased its Walt Disney (DIS) stake by 2.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,843 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #179.

Allegheny Financial Group first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $740K in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Allegheny Financial Group held 4,843 shares of Walt Disney worth $466K as of Q2 2026.
  • Allegheny Financial Group bought 103 Walt Disney shares in Q2 2026, an estimated $10.5K.
  • Walt Disney made up 0.05% of Allegheny Financial Group's portfolio in Q2 2026, its #179 holding.
  • Allegheny Financial Group first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's Walt Disney position peaked at $740K in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.