Ameliora Wealth Management’s Walt Disney DIS Stock Holding History

Ameliora 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	$487K	Hold	5,063	–	–	0.14%	71
2026 Q1	$488K	Hold	5,063	–	–	0.16%	68
2025 Q4	$576K	Buy	5,063 +263	+5%	+$29K	0.18%	63
2025 Q3	$550K	Hold	4,800	–	–	0.18%	64
2025 Q2	$595K	Hold	4,800	–	–	0.21%	61
2025 Q1	$474K	Hold	4,800	–	–	0.18%	63
2024 Q4	$534K	Buy	4,800 +1,800	+60%	+$189K	0.2%	62
2024 Q3	$289K	Hold	3,000	–	–	0.12%	69
2024 Q2	$298K	Hold	3,000	–	–	0.14%	68
2024 Q1	$367K	Sell	3,000 -367	-11%	-$38.3K	0.17%	68
2023 Q4	$304K	Sell	3,367 -3,058	-48%	-$270K	0.15%	69
2023 Q3	$521K	Buy	6,425 +108	+2%	+$9.22K	0.31%	48
2023 Q2	$564K	Sell	6,317 -2,450	-28%	-$232K	0.35%	49
2023 Q1	$878K	Buy	8,767 +5,400	+160%	+$544K	0.51%	45
2022 Q4	$293K	Hold	3,367	–	–	0.16%	59
2022 Q3	$314K	Buy	+3,367	New	+$360K	0.17%	60

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

Ameliora Wealth Management's DIS Position: Q2 2026 in Review

Ameliora Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 5,063 shares worth $487K. The position accounts for 0.14% of the portfolio, ranked #71.

Ameliora Wealth Management first reported a position in DIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $878K in Q1 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Ameliora Wealth Management held 5,063 shares of Walt Disney worth $487K as of Q2 2026.
Ameliora Wealth Management left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.14% of Ameliora Wealth Management's portfolio in Q2 2026, its #71 holding.
Ameliora Wealth Management first reported a position in Walt Disney in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Walt Disney position peaked at $878K in Q1 2023.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.