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Alpine Bank Wealth Management’s Walt Disney DIS Stock Holding History

Alpine Bank Wealth Management’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 		$146K Buy
+1,515
New +$154K 0.02% 190
2026
Q1 		– Sell
-2,039
Closed -$232K – 163
2025
Q4 		$232K Sell
2,039
-199
-9% -$21.9K 0.03% 143
2025
Q3 		$256K Buy
2,238
+78
+4% +$9.19K 0.04% 138
2025
Q2 		$268K Buy
2,160
+223
+12% +$23.2K 0.04% 124
2025
Q1 		$191K Buy
+1,937
New +$208K 0.03% 144
2024
Q3 		$183K Buy
+1,907
New +$175K 0.03% 153

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

Alpine Bank Wealth Management's DIS Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Walt Disney (DIS) in Q2 2026: 1,515 shares worth $146K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in DIS as recently as Q4 2025.

Alpine Bank Wealth Management first reported a position in DIS in Q3 2024 and has held it in 6 quarters since. The position peaked at $268K in Q2 2025. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Alpine Bank Wealth Management held 1,515 shares of Walt Disney worth $146K as of Q2 2026.
  • Walt Disney was a new Alpine Bank Wealth Management position in Q2 2026.
  • Walt Disney made up 0.02% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Alpine Bank Wealth Management first reported a position in Walt Disney in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Walt Disney position peaked at $268K in Q2 2025.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.