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

Asempa 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 		$360K Hold
3,741
– – 0.27% 93
2026
Q1 		$361K Buy
3,741
+3
+0.1% +$317 0.31% 88
2025
Q4 		$425K Buy
+3,738
New +$412K 0.37% 80

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

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

Asempa Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 3,741 shares worth $360K. The position accounts for 0.27% of the portfolio, ranked #93.

Asempa Wealth Advisors first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $425K in Q4 2025. 2,919 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Asempa Wealth Advisors held 3,741 shares of Walt Disney worth $360K as of Q2 2026.
  • Asempa Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.27% of Asempa Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Asempa Wealth Advisors first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Asempa Wealth Advisors's Walt Disney position peaked at $425K in Q4 2025.
  • 2,919 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.