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Alliance Private Wealth’s Walt Disney DIS Stock Holding History

Alliance Private Wealth’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 		$1.65M Sell
17,132
-940
-5% -$95.8K 0.57% 44
2026
Q1 		$1.74M Buy
18,072
+589
+3% +$62.3K 0.63% 36
2025
Q4 		$1.82M Buy
+17,483
New +$1.93M 0.63% 35

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

Alliance Private Wealth's DIS Position: Q2 2026 in Review

Alliance Private Wealth reduced its Walt Disney (DIS) stake by 5.2% in Q2 2026, selling an estimated $95.8K and leaving 17,132 shares worth $1.65M. The position accounts for 0.57% of the portfolio, ranked #44.

Alliance Private Wealth first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Alliance Private Wealth held 17,132 shares of Walt Disney worth $1.65M as of Q2 2026.
  • Alliance Private Wealth sold 940 Walt Disney shares in Q2 2026, an estimated $95.8K.
  • Walt Disney made up 0.57% of Alliance Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Alliance Private Wealth first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Walt Disney position peaked at $1.82M in Q4 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.