Aries Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $704K | Hold |
7,314
| – | – | 0.14% | 121 |
|
|
2026
Q1 | $705K | Sell |
7,314
-1,000
| -12% | -$106K | 0.16% | 115 |
|
|
2025
Q4 | $946K | Buy |
8,314
+1,000
| +14% | +$110K | 0.21% | 100 |
|
|
2025
Q3 | $837K | Hold |
7,314
| – | – | 0.2% | 104 |
|
|
2025
Q2 | $907K | Sell |
7,314
-230
| -3% | -$23.9K | 0.24% | 96 |
|
|
2025
Q1 | $745K | Sell |
7,544
-293
| -4% | -$31.5K | 0.2% | 108 |
|
|
2024
Q4 | $873K | Sell |
7,837
-57
| -0.7% | -$5.99K | 0.24% | 96 |
|
|
2024
Q3 | $759K | Sell |
7,894
-331
| -4% | -$30.5K | 0.21% | 105 |
|
|
2024
Q2 | $817K | Sell |
8,225
-426
| -5% | -$45.9K | 0.26% | 96 |
|
|
2024
Q1 | $1.06M | Sell |
8,651
-45
| -0.5% | -$4.7K | 0.34% | 77 |
|
|
2023
Q4 | $785K | Buy |
8,696
+2,465
| +40% | +$217K | 0.28% | 87 |
|
|
2023
Q3 | $534K | Sell |
6,231
-4,091
| -40% | -$349K | 0.21% | 112 |
|
|
2023
Q2 | $922K | Sell |
10,322
-868
| -8% | -$82.2K | 0.36% | 78 |
|
|
2023
Q1 | $1.12M | Buy |
11,190
+294
| +3% | +$29.6K | 0.46% | 67 |
|
|
2022
Q4 | $947K | Buy |
10,896
+210
| +2% | +$20.1K | 0.41% | 69 |
|
|
2022
Q3 | $1.14M | Buy |
10,686
+136
| +1% | +$14.6K | 0.5% | 58 |
|
|
2022
Q2 | $996K | Buy |
+10,550
| New | +$1.17M | 0.45% | 61 |
|
|
2022
Q1 | – | Sell |
-9,472
| Closed | -$1.47M | – | 111 |
|
|
2021
Q4 | $1.47M | Buy |
9,472
+691
| +8% | +$112K | 0.56% | 50 |
|
|
2021
Q3 | $1.49M | Buy |
8,781
+160
| +2% | +$28.5K | 0.63% | 42 |
|
|
2021
Q2 | $1.51M | Buy |
8,621
+65
| +0.8% | +$11.7K | 0.65% | 41 |
|
|
2021
Q1 | $1.6M | Buy |
8,556
+630
| +8% | +$116K | 0.72% | 37 |
|
|
2020
Q4 | $1.42M | Sell |
7,926
-300
| -4% | -$43.1K | 0.71% | 40 |
|
|
2020
Q3 | $1.02M | Buy |
8,226
+375
| +5% | +$46.9K | 0.58% | 46 |
|
|
2020
Q2 | $875K | Buy |
7,851
+112
| +1% | +$12.4K | 0.53% | 54 |
|
|
2020
Q1 | $750K | Buy |
7,739
+840
| +12% | +$106K | 0.57% | 50 |
|
|
2019
Q4 | $1M | Hold |
6,899
| – | – | 0.61% | 44 |
|
|
2019
Q3 | $897K | Sell |
6,899
-22
| -0.3% | -$3.04K | 0.6% | 47 |
|
|
2019
Q2 | $986K | Buy |
6,921
+1,604
| +30% | +$213K | 0.69% | 44 |
|
|
2019
Q1 | $590K | Buy |
5,317
+2,994
| +129% | +$335K | 0.44% | 64 |
|
|
2018
Q4 | $255K | Buy |
2,323
+297
| +15% | +$33.8K | 0.27% | 90 |
|
|
2018
Q3 | $237K | Hold |
2,026
| – | – | 0.21% | 105 |
|
|
2018
Q2 | $230K | Hold |
2,026
| – | – | 0.21% | 112 |
|
|
2018
Q1 | $205K | Buy |
+2,026
| New | +$215K | 0.2% | 116 |
|
Other funds holding DIS
Aries Wealth Management's DIS Position: Q2 2026 in Review
Aries Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 7,314 shares worth $704K. The position accounts for 0.14% of the portfolio, ranked #121.
Aries Wealth Management first reported a position in DIS in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.6M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Aries Wealth Management held 7,314 shares of Walt Disney worth $704K as of Q2 2026.
- Aries Wealth Management left its Walt Disney share count unchanged in Q2 2026.
- Walt Disney made up 0.14% of Aries Wealth Management's portfolio in Q2 2026, its #121 holding.
- Aries Wealth Management first reported a position in Walt Disney in Q1 2018 and has held it in 33 quarters since.
- Aries Wealth Management's Walt Disney position peaked at $1.6M in Q1 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.