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

Alliance Wealth Advisors (Utah)’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 		$764K Sell
7,939
-3,617
-31% -$369K 0.14% 88
2026
Q1 		$1.11M Sell
11,556
-4,974
-30% -$526K 0.24% 75
2025
Q4 		$1.88M Sell
16,530
-5,301
-24% -$584K 0.41% 67
2025
Q3 		$2.5M Sell
21,831
-1,159
-5% -$137K 0.59% 51
2025
Q2 		$2.85M Buy
22,990
+864
+4% +$89.8K 0.69% 50
2025
Q1 		$2.18M Buy
22,126
+2,225
+11% +$239K 0.57% 63
2024
Q4 		$2.22M Buy
19,901
+2,659
+15% +$279K 0.57% 59
2024
Q3 		$1.66M Buy
17,242
+5,586
+48% +$514K 0.44% 71
2024
Q2 		$1.16M Buy
11,656
+410
+4% +$44.1K 0.34% 75
2024
Q1 		$1.38M Buy
11,246
+926
+9% +$96.7K 0.41% 68
2023
Q4 		$932K Buy
10,320
+575
+6% +$50.7K 0.31% 80
2023
Q3 		$790K Buy
9,745
+264
+3% +$22.5K 0.29% 81
2023
Q2 		$846K Buy
9,481
+648
+7% +$61.4K 0.31% 79
2023
Q1 		$884K Buy
8,833
+338
+4% +$34.1K 0.36% 68
2022
Q4 		$738K Buy
+8,495
New +$813K 0.33% 77

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 (Utah)'s DIS Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Walt Disney (DIS) stake by 31% in Q2 2026, selling an estimated $369K and leaving 7,939 shares worth $764K. The position accounts for 0.14% of the portfolio, ranked #88.

Alliance Wealth Advisors (Utah) first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.85M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 7,939 shares of Walt Disney worth $764K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 3,617 Walt Disney shares in Q2 2026, an estimated $369K.
  • Walt Disney made up 0.14% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #88 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Walt Disney position peaked at $2.85M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.