AWM
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Aprio Wealth Management’s Walt Disney DIS Stock Holding History

Aprio 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 		$1.33M Buy
13,837
+1,243
+10% +$127K 0.07% 189
2026
Q1 		$1.21M Buy
12,594
+644
+5% +$68.1K 0.07% 171
2025
Q4 		$1.62M Sell
11,950
-321
-3% -$35.4K 0.09% 141
2025
Q3 		$1.41M Buy
12,271
+1,134
+10% +$134K 0.14% 99
2025
Q2 		$1.38M Sell
11,137
-365
-3% -$37.9K 0.16% 89
2025
Q1 		$1.14M Buy
11,502
+830
+8% +$89.2K 0.14% 97
2024
Q4 		$1.19M Buy
10,672
+279
+3% +$29.3K 0.17% 77
2024
Q3 		$1,000K Buy
10,393
+732
+8% +$67.3K 0.16% 79
2024
Q2 		$959K Buy
9,661
+1,320
+16% +$142K 0.17% 72
2024
Q1 		$1.02M Buy
8,341
+3,955
+90% +$413K 0.2% 62
2023
Q4 		$396K Sell
4,386
-70
-2% -$6.17K 0.09% 109
2023
Q3 		$361K Buy
4,456
+309
+7% +$26.4K 0.1% 103
2023
Q2 		$370K Sell
4,147
-553
-12% -$52.4K 0.1% 92
2023
Q1 		$471K Buy
+4,700
New +$474K 0.15% 68
2022
Q2 		– Sell
-1,612
Closed -$221K – 102
2022
Q1 		$221K Buy
1,612
+279
+21% +$40.3K 0.08% 82
2021
Q4 		$206K Buy
1,333
+30
+2% +$4.84K 0.09% 70
2021
Q3 		$220K Buy
1,303
+48
+4% +$8.56K 0.1% 64
2021
Q2 		$221K Buy
+1,255
New +$226K 0.1% 59
2020
Q4 		$203K Sell
1,122
-3,180
-74% -$456K 0.13% 49
2020
Q3 		$534K Buy
4,302
+1
+0% +$125 0.38% 36
2020
Q2 		$480K Buy
4,301
+280
+7% +$30.9K 0.46% 36
2020
Q1 		$388K Buy
4,021
+324
+9% +$41K 0.49% 35
2019
Q4 		$535K Buy
+3,697
New +$516K 0.39% 33

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

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

Aprio Wealth Management increased its Walt Disney (DIS) stake by 9.9% in Q2 2026, buying an estimated $127K and bringing the position to 13,837 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #189.

Aprio Wealth Management first reported a position in DIS in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.62M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aprio Wealth Management held 13,837 shares of Walt Disney worth $1.33M as of Q2 2026.
  • Aprio Wealth Management bought 1,243 Walt Disney shares in Q2 2026, an estimated $127K.
  • Walt Disney made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Aprio Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 23 quarters since.
  • Aprio Wealth Management's Walt Disney position peaked at $1.62M in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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