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

Aviso 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 		$244K Sell
2,535
-66
-3% -$6.73K 0.08% 136
2026
Q1 		$251K Sell
2,601
-488
-16% -$51.6K 0.11% 124
2025
Q4 		$351K Sell
3,089
-774
-20% -$85.2K 0.15% 112
2025
Q3 		$442K Sell
3,863
-20
-0.5% -$2.36K 0.19% 96
2025
Q2 		$482K Sell
3,883
-177
-4% -$18.4K 0.22% 93
2025
Q1 		$401K Sell
4,060
-79
-2% -$8.49K 0.21% 96
2024
Q4 		$461K Buy
4,139
+277
+7% +$29.1K 0.24% 92
2024
Q3 		$371K Sell
3,862
-407
-10% -$37.4K 0.2% 103
2024
Q2 		$424K Sell
4,269
-695
-14% -$74.8K 0.25% 89
2024
Q1 		$607K Sell
4,964
-1,794
-27% -$187K 0.38% 68
2023
Q4 		$610K Buy
+6,758
New +$596K 0.44% 58

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

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

Aviso Wealth Management reduced its Walt Disney (DIS) stake by 2.5% in Q2 2026, selling an estimated $6.73K and leaving 2,535 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #136.

Aviso Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $610K in Q4 2023. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aviso Wealth Management held 2,535 shares of Walt Disney worth $244K as of Q2 2026.
  • Aviso Wealth Management sold 66 Walt Disney shares in Q2 2026, an estimated $6.73K.
  • Walt Disney made up 0.08% of Aviso Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Aviso Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Walt Disney position peaked at $610K in Q4 2023.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.