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Avion Wealth’s Walt Disney DIS Stock Holding History

Avion 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 		$108K Buy
1,123
+133
+13% +$13.6K 0.02% 169
2026
Q1 		$95K Sell
990
-3
-0.3% -$317 0.02% 153
2025
Q4 		$112K Sell
993
-34
-3% -$3.74K 0.02% 134
2025
Q3 		$117K Buy
1,027
+7
+0.7% +$824 0.03% 140
2025
Q2 		$126K Sell
1,020
-2
-0.2% -$208 0.03% 121
2025
Q1 		$113K Hold
1,022
– – 0.03% 124
2024
Q4 		$113K Buy
1,022
+23
+2% +$2.42K 0.03% 124
2024
Q3 		$96K Sell
999
-103
-9% -$9.48K 0.03% 127
2024
Q2 		$109K Sell
1,102
-68
-6% -$7.32K 0.03% 109
2024
Q1 		$144K Buy
1,170
+138
+13% +$14.4K 0.04% 89
2023
Q4 		$93K Sell
1,032
-24
-2% -$2.12K 0.03% 114
2023
Q3 		$84K Buy
1,056
+53
+5% +$4.53K 0.02% 114
2023
Q2 		$89K Buy
1,003
+39
+4% +$3.69K 0.02% 116
2023
Q1 		$83K Hold
964
– – 0.02% 113
2022
Q4 		$90K Hold
964
– – 0.03% 108
2022
Q3 		$91K Sell
964
-93
-9% -$9.95K 0.03% 108
2022
Q2 		$100K Sell
1,057
-104
-9% -$11.5K 0.03% 93
2022
Q1 		$159K Hold
1,161
– – 0.05% 66
2021
Q4 		$180K Hold
1,161
– – 0.05% 59
2021
Q3 		$196K Hold
1,161
– – 0.06% 51
2021
Q2 		$204K Sell
1,161
-64
-5% -$11.5K 0.06% 50
2021
Q1 		$226K Sell
1,225
-200
-14% -$36.9K 0.08% 40
2020
Q4 		$258K Buy
1,425
+274
+24% +$39.3K 0.08% 38
2020
Q3 		$143K Buy
1,151
+325
+39% +$40.6K 0.05% 46
2020
Q2 		$92K Hold
826
– – 0.03% 61
2020
Q1 		$80K Buy
+826
New +$104K 0.03% 62

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

Avion Wealth's DIS Position: Q2 2026 in Review

Avion Wealth increased its Walt Disney (DIS) stake by 13% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,123 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #169.

Avion Wealth first reported a position in DIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $258K in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Avion Wealth held 1,123 shares of Walt Disney worth $108K as of Q2 2026.
  • Avion Wealth bought 133 Walt Disney shares in Q2 2026, an estimated $13.6K.
  • Walt Disney made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #169 holding.
  • Avion Wealth first reported a position in Walt Disney in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's Walt Disney position peaked at $258K in Q4 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.