Atlantic Edge Private Wealth Management’s Walt Disney DIS Stock Holding History

Atlantic Edge Private 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	$872K	Buy	9,055 +233	+3%	+$23.8K	0.18%	86
2026 Q1	$850K	Sell	8,822 -1,700	-16%	-$180K	0.21%	77
2025 Q4	$1.2M	Buy	10,522 +380	+4%	+$41.9K	0.3%	65
2025 Q3	$1.16M	Buy	10,142 +165	+2%	+$19.4K	0.3%	67
2025 Q2	$1.24M	Sell	9,977 -167	-2%	-$17.4K	0.34%	64
2025 Q1	$1M	Sell	10,144 -89	-0.9%	-$9.56K	0.31%	70
2024 Q4	$1.14M	Buy	10,233 +185	+2%	+$19.4K	0.35%	65
2024 Q3	$966K	Buy	10,048 +681	+7%	+$62.7K	0.29%	74
2024 Q2	$930K	Buy	9,367 +335	+4%	+$36.1K	0.31%	74
2024 Q1	$1.11M	Buy	9,032 +1,028	+13%	+$107K	0.38%	64
2023 Q4	$723K	Buy	+8,004	New	+$706K	0.29%	77

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

Atlantic Edge Private Wealth Management's DIS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Walt Disney (DIS) stake by 2.6% in Q2 2026, buying an estimated $23.8K and bringing the position to 9,055 shares worth $872K. The position accounts for 0.18% of the portfolio, ranked #86.

Atlantic Edge Private Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Atlantic Edge Private Wealth Management held 9,055 shares of Walt Disney worth $872K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 233 Walt Disney shares in Q2 2026, an estimated $23.8K.
Walt Disney made up 0.18% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #86 holding.
Atlantic Edge Private Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Walt Disney position peaked at $1.24M in Q2 2025.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.