AWM
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Avior Wealth Management’s Walt Disney DIS Stock Holding History

Avior 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 		$5.63M Sell
58,587
-1,652
-3% -$168K 0.15% 130
2026
Q1 		$5.8M Buy
60,239
+4,587
+8% +$485K 0.16% 121
2025
Q4 		$6.32M Buy
55,652
+6,734
+14% +$742K 0.2% 96
2025
Q3 		$5.59M Buy
48,918
+392
+0.8% +$46.2K 0.18% 103
2025
Q2 		$6.01M Buy
48,526
+2,979
+7% +$310K 0.21% 86
2025
Q1 		$4.49M Sell
45,547
-12,106
-21% -$1.3M 0.17% 100
2024
Q4 		$6.41M Buy
57,653
+5,030
+10% +$528K 0.23% 76
2024
Q3 		$5.05M Buy
52,623
+3,209
+6% +$295K 0.2% 88
2024
Q2 		$4.9M Buy
49,414
+250
+0.5% +$26.9K 0.21% 86
2024
Q1 		$6M Buy
49,164
+7,712
+19% +$806K 0.28% 71
2023
Q4 		$3.73M Buy
41,452
+817
+2% +$72K 0.23% 85
2023
Q3 		$3.29M Buy
40,635
+1,797
+5% +$153K 0.22% 87
2023
Q2 		$3.46M Buy
38,838
+65
+0.2% +$6.16K 0.23% 85
2023
Q1 		$3.87M Buy
38,773
+926
+2% +$93.4K 0.27% 75
2022
Q4 		$3.28M Buy
37,847
+1,080
+3% +$103K 0.25% 86
2022
Q3 		$3.46M Buy
36,767
+3,507
+11% +$375K 0.29% 71
2022
Q2 		$3.13M Sell
33,260
-403
-1% -$44.7K 0.32% 66
2022
Q1 		$4.62M Buy
33,663
+38
+0.1% +$5.49K 0.4% 55
2021
Q4 		$5.21M Buy
33,625
+3,181
+10% +$514K 0.43% 52
2021
Q3 		$5.15M Buy
30,444
+532
+2% +$94.8K 0.43% 48
2021
Q2 		$5.26M Sell
29,912
-1,321
-4% -$238K 0.53% 39
2021
Q1 		$5.76M Buy
31,233
+80
+0.3% +$14.8K 0.62% 35
2020
Q4 		$5.64M Buy
31,153
+1,940
+7% +$278K 0.7% 32
2020
Q3 		$3.62M Buy
29,213
+3,016
+12% +$377K 0.52% 43
2020
Q2 		$2.92M Buy
26,197
+9,546
+57% +$1.05M 0.46% 50
2020
Q1 		$1.61M Buy
16,651
+1,104
+7% +$140K 0.32% 83
2019
Q4 		$2.25M Buy
15,547
+782
+5% +$109K 0.36% 69
2019
Q3 		$1.92M Sell
14,765
-425
-3% -$58.8K 0.34% 82
2019
Q2 		$2.12M Buy
15,190
+893
+6% +$118K 0.38% 72
2019
Q1 		$1.57M Buy
14,297
+1,169
+9% +$131K 0.33% 79
2018
Q4 		$1.42M Sell
13,128
-3,674
-22% -$418K 0.34% 73
2018
Q3 		$1.94M Sell
16,802
-1,110
-6% -$124K 0.42% 65
2018
Q2 		$1.87M Sell
17,912
-557
-3% -$57K 0.42% 65
2018
Q1 		$1.85M Buy
18,469
+1,640
+10% +$174K 0.43% 61
2017
Q4 		$1.8M Buy
16,829
+300
+2% +$30.9K 0.4% 70
2017
Q3 		$1.63M Buy
16,529
+85
+0.5% +$8.74K 0.53% 59
2017
Q2 		$1.73M Sell
16,444
-2,436
-13% -$267K 0.71% 38
2017
Q1 		$2.12M Buy
18,880
+1,782
+10% +$196K 0.71% 35
2016
Q4 		$1.77M Buy
17,098
+632
+4% +$61.6K 0.66% 38
2016
Q3 		$1.53M Buy
16,466
+1,197
+8% +$115K 0.6% 48
2016
Q2 		$1.49M Sell
15,269
-357
-2% -$35.7K 0.63% 41
2016
Q1 		$1.55M Buy
15,626
+1,732
+12% +$167K 0.69% 39
2015
Q4 		$1.46M Buy
13,894
+545
+4% +$60.7K 0.8% 29
2015
Q3 		$1.36M Buy
13,349
+12,533
+1,536% +$1.36M 0.8% 29
2015
Q2 		$91K Hold
816
– – 0.07% 104
2015
Q1 		$85K Buy
816
+173
+27% +$17.5K 0.07% 104
2014
Q4 		$61K Hold
643
– – 0.05% 121
2014
Q3 		$57K Sell
643
-100
-13% -$8.82K 0.05% 124
2014
Q2 		$64K Hold
743
– – 0.05% 117
2014
Q1 		$59K Buy
+743
New +$57.6K 0.05% 117

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

Avior Wealth Management's DIS Position: Q2 2026 in Review

Avior Wealth Management reduced its Walt Disney (DIS) stake by 2.7% in Q2 2026, selling an estimated $168K and leaving 58,587 shares worth $5.63M. The position accounts for 0.15% of the portfolio, ranked #130.

Avior Wealth Management first reported a position in DIS in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.41M in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Avior Wealth Management held 58,587 shares of Walt Disney worth $5.63M as of Q2 2026.
  • Avior Wealth Management sold 1,652 Walt Disney shares in Q2 2026, an estimated $168K.
  • Walt Disney made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Avior Wealth Management first reported a position in Walt Disney in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's Walt Disney position peaked at $6.41M in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.