AWA
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Arkadios Wealth Advisors’s Walt Disney DIS Stock Holding History

Arkadios Wealth Advisors’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 		$385K Hold
4,000
– – 0.01% 1256
2026
Q1 		$386K Hold
4,000
– – 0.01% 1229
2025
Q4 		$455K Hold
4,000
– – 0.01% 1062
2025
Q3 		$458K Hold
4,000
– – 0.01% 970
2025
Q2 		$496K Buy
+4,000
New +$416K 0.01% 847

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

Arkadios Wealth Advisors's DIS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Walt Disney (DIS) stake by 3.6% in Q2 2026, selling an estimated $187K and leaving 49,669 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #281.

Arkadios Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.25M in Q4 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Arkadios Wealth Advisors held 49,669 shares of Walt Disney worth $4.78M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,838 Walt Disney shares in Q2 2026, an estimated $187K.
  • Walt Disney made up 0.07% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #281 holding.
  • Arkadios Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Walt Disney position peaked at $5.25M in Q4 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.