Atlantic Private Wealth’s Walt Disney DIS Stock Holding History

Atlantic Private Wealth’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	$19.3K	Hold	200	–	–	0.01%	172
2026 Q1	$19.3K	Sell	200 -50	-20%	-$5.28K	0.01%	178
2025 Q4	$28.4K	Hold	250	–	–	0.02%	149
2025 Q3	$28.6K	Hold	250	–	–	0.02%	136
2025 Q2	$31K	Hold	250	–	–	0.02%	126
2025 Q1	$24.7K	Hold	250	–	–	0.02%	149
2024 Q4	$27.8K	Hold	250	–	–	0.02%	123
2024 Q3	$24K	Buy	+250	New	+$23K	0.02%	126
2024 Q2	–	Sell	-112	Closed	-$13.7K	–	111
2024 Q1	$13.7K	Buy	112 +1	+0.9%	+$104	0.01%	82
2023 Q4	$10.1K	Hold	111	–	–	0.01%	83
2023 Q3	$9.03K	Hold	111	–	–	0.01%	83
2023 Q2	$9.95K	Hold	111	–	–	0.01%	80
2023 Q1	$11.2K	Buy	+111	New	+$11.2K	0.01%	73

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 Private Wealth's DIS Position: Q2 2026 in Review

Atlantic Private Wealth held its Walt Disney (DIS) position steady in Q2 2026 at 200 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #172.

Atlantic Private Wealth first reported a position in DIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $31K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Atlantic Private Wealth held 200 shares of Walt Disney worth $19.3K as of Q2 2026.
Atlantic Private Wealth left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #172 holding.
Atlantic Private Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's Walt Disney position peaked at $31K in Q2 2025.
2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.