Allied Private Wealth’s Walt Disney DIS Stock Holding History

Allied 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	$129K	Buy	+1,334	New	+$136K	0.08%	152

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Allied Private Wealth opened a new position in Walt Disney (DIS) in Q2 2026: 1,334 shares worth $129K. The stake represents 0.08% of the portfolio and ranks #152 among its holdings.

2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Allied Private Wealth held 1,334 shares of Walt Disney worth $129K as of Q2 2026.
Walt Disney was a new Allied Private Wealth position in Q2 2026.
Walt Disney made up 0.08% of Allied Private Wealth's portfolio in Q2 2026, its #152 holding.
2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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