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Aventura Private Wealth’s Walt Disney DIS Stock Holding History

Aventura 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 		$195K Buy
2,026
+245
+14% +$25K 0.06% 176
2026
Q1 		$172K Sell
1,781
-76
-4% -$8.03K 0.06% 163
2025
Q4 		$211K Buy
1,857
+179
+11% +$19.7K 0.08% 149
2025
Q3 		$192K Sell
1,678
-646
-28% -$76.1K 0.07% 161
2025
Q2 		$288K Buy
2,324
+392
+20% +$40.7K 0.12% 121
2025
Q1 		$191K Buy
1,932
+248
+15% +$26.7K 0.1% 141
2024
Q4 		$188K Buy
+1,684
New +$177K 0.1% 139

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

Aventura Private Wealth's DIS Position: Q2 2026 in Review

Aventura Private Wealth increased its Walt Disney (DIS) stake by 14% in Q2 2026, buying an estimated $25K and bringing the position to 2,026 shares worth $195K. The position accounts for 0.06% of the portfolio, ranked #176.

Aventura Private Wealth first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aventura Private Wealth held 2,026 shares of Walt Disney worth $195K as of Q2 2026.
  • Aventura Private Wealth bought 245 Walt Disney shares in Q2 2026, an estimated $25K.
  • Walt Disney made up 0.06% of Aventura Private Wealth's portfolio in Q2 2026, its #176 holding.
  • Aventura Private Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Walt Disney position peaked at $288K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.