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Badgley Phelps Wealth Managers’s Walt Disney DIS Stock Holding History

Badgley Phelps Wealth Managers’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 		$14.3M Buy
147,132
+4,764
+3% +$486K 0.25% 99
2026
Q1 		$13.7M Buy
142,368
+1,332
+0.9% +$141K 0.27% 92
2025
Q4 		$16.1M Buy
141,036
+762
+0.5% +$83.9K 0.3% 84
2025
Q3 		$16.1M Buy
140,274
+27
+0% +$3.18K 0.34% 80
2025
Q2 		$17.4M Buy
140,247
+427
+0.3% +$44.4K 0.39% 72
2025
Q1 		$13.8M Buy
139,820
+3,193
+2% +$343K 0.33% 83
2024
Q4 		$15.3M Sell
136,627
-4,977
-4% -$523K 0.36% 80
2024
Q3 		$13.6M Buy
141,604
+225
+0.2% +$20.7K 0.32% 89
2024
Q2 		$14M Buy
141,379
+1,912
+1% +$206K 0.35% 84
2024
Q1 		$17.1M Buy
139,467
+9,985
+8% +$1.04M 0.43% 77
2023
Q4 		$11.7M Buy
129,482
+17,829
+16% +$1.57M 0.32% 87
2023
Q3 		$9.05M Sell
111,653
-63,189
-36% -$5.4M 0.31% 93
2023
Q2 		$15.6M Buy
174,842
+7,428
+4% +$704K 0.52% 66
2023
Q1 		$16.8M Buy
167,414
+15,422
+10% +$1.55M 0.62% 56
2022
Q4 		$13.2M Sell
151,992
-20,721
-12% -$1.98M 0.53% 66
2022
Q3 		$16.3M Buy
172,713
+2,844
+2% +$304K 0.7% 46
2022
Q2 		$16M Sell
169,869
-1,807
-1% -$201K 0.66% 52
2022
Q1 		$23.5M Buy
171,676
+1,937
+1% +$280K 0.82% 42
2021
Q4 		$26.3M Buy
169,739
+194
+0.1% +$31.3K 0.85% 37
2021
Q3 		$28.7M Buy
+169,545
New +$30.2M 1.04% 28

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

Badgley Phelps Wealth Managers's DIS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Walt Disney (DIS) stake by 3.3% in Q2 2026, buying an estimated $486K and bringing the position to 147,132 shares worth $14.3M. The position accounts for 0.25% of the portfolio, ranked #99.

Badgley Phelps Wealth Managers first reported a position in DIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $28.7M in Q3 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Badgley Phelps Wealth Managers held 147,132 shares of Walt Disney worth $14.3M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 4,764 Walt Disney shares in Q2 2026, an estimated $486K.
  • Walt Disney made up 0.25% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #99 holding.
  • Badgley Phelps Wealth Managers first reported a position in Walt Disney in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Walt Disney position peaked at $28.7M in Q3 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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