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Alvarez & Marsal Private Wealth Partners’s Walt Disney DIS Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-2,162
Closed -$208K – 137
2026
Q1 		$208K Buy
2,162
+1,508
+231% +$159K 0.03% 170
2025
Q4 		$74.9K Buy
+654
New +$72K 0.01% 96

Other funds holding DIS

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Vanguard Capital Management
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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

Alvarez & Marsal Private Wealth Partners's DIS Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,162 shares — an estimated $208K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in DIS in Q4 2025 and held it in 2 quarters. The position peaked at $208K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 2,162 Walt Disney shares in Q2 2026, an estimated $208K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Walt Disney in Q4 2025 and held it in 2 quarters.
  • Alvarez & Marsal Private Wealth Partners's Walt Disney position peaked at $208K in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.