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Alliance Wealth Advisors (Pennsylvania)’s Walt Disney DIS Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.85M Sell
19,186
-688
-3% -$70.1K 0.6% 25
2026
Q1 		$1.92M Buy
19,874
+1,413
+8% +$149K 0.84% 20
2025
Q4 		$2.1M Sell
18,461
-1,593
-8% -$175K 0.91% 19
2025
Q3 		$2.3M Sell
20,054
-33
-0.2% -$3.89K 1.03% 16
2025
Q2 		$2.49M Sell
20,087
-983
-5% -$102K 1.27% 13
2025
Q1 		$2.08M Sell
21,070
-288
-1% -$31K 1.18% 15
2024
Q4 		$2.38M Sell
21,358
-2,348
-10% -$247K 1.33% 15
2024
Q3 		$2.28M Sell
23,706
-302
-1% -$27.8K 1.3% 14
2024
Q2 		$2.38M Sell
24,008
-735
-3% -$79.1K 1.5% 14
2024
Q1 		$3.03M Sell
24,743
-481
-2% -$50.2K 1.91% 9
2023
Q4 		$2.28M Sell
25,224
-1,069
-4% -$94.2K 1.51% 14
2023
Q3 		$2.13M Sell
26,293
-131
-0.5% -$11.2K 1.54% 14
2023
Q2 		$2.36M Sell
26,424
-235
-0.9% -$22.3K 1.68% 13
2023
Q1 		$2.67M Sell
26,659
-1,026
-4% -$103K 2% 10
2022
Q4 		$2.41M Sell
27,685
-1,842
-6% -$176K 2% 11
2022
Q3 		$2.79M Buy
29,527
+867
+3% +$92.8K 2.59% 8
2022
Q2 		$2.71M Buy
28,660
+13,194
+85% +$1.46M 2.34% 9
2022
Q1 		$2.12M Buy
15,466
+3,878
+33% +$561K 1.76% 16
2021
Q4 		$1.79M Buy
11,588
+541
+5% +$87.4K 1.46% 19
2021
Q3 		$1.87M Sell
11,047
-43
-0.4% -$7.67K 1.65% 16
2021
Q2 		$1.95M Buy
11,090
+76
+0.7% +$13.7K 1.75% 15
2021
Q1 		$2.03M Sell
11,014
-2,127
-16% -$392K 2.01% 15
2020
Q4 		$2.38M Buy
+13,141
New +$1.89M 2.5% 11

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 Wealth Advisors (Pennsylvania)'s DIS Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Walt Disney (DIS) stake by 3.5% in Q2 2026, selling an estimated $70.1K and leaving 19,186 shares worth $1.85M. The position accounts for 0.6% of the portfolio, ranked #25.

Alliance Wealth Advisors (Pennsylvania) first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.03M in Q1 2024. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 19,186 shares of Walt Disney worth $1.85M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 688 Walt Disney shares in Q2 2026, an estimated $70.1K.
  • Walt Disney made up 0.6% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #25 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Walt Disney position peaked at $3.03M in Q1 2024.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.