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Balboa Wealth Partners’s Walt Disney DIS Stock Holding History

Balboa Wealth Partners’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 		$385K Buy
4,004
+84
+2% +$8.56K 0.05% 289
2026
Q1 		$378K Sell
3,920
-125
-3% -$13.2K 0.06% 250
2025
Q4 		$460K Buy
4,045
+55
+1% +$6.06K 0.08% 208
2025
Q3 		$457K Sell
3,990
-730
-15% -$86K 0.08% 196
2025
Q2 		$585K Buy
4,720
+135
+3% +$14K 0.12% 142
2025
Q1 		$453K Buy
4,585
+6
+0.1% +$645 0.11% 142
2024
Q4 		$510K Sell
4,579
-5,879
-56% -$618K 0.12% 143
2024
Q3 		$1.01M Sell
10,458
-19
-0.2% -$1.75K 0.25% 74
2024
Q2 		$1.04M Sell
10,477
-2,872
-22% -$309K 0.27% 70
2024
Q1 		$1.63M Buy
13,349
+2,461
+23% +$257K 0.48% 39
2023
Q4 		$983K Sell
10,888
-2,051
-16% -$181K 0.33% 59
2023
Q3 		$1.05M Buy
12,939
+818
+7% +$69.9K 0.39% 37
2023
Q2 		$1.08M Buy
12,121
+349
+3% +$33.1K 0.38% 45
2023
Q1 		$1.18M Buy
11,772
+771
+7% +$77.7K 0.45% 39
2022
Q4 		$956K Sell
11,001
-1,113
-9% -$106K 0.43% 57
2022
Q3 		$1.14M Buy
+12,114
New +$1.3M 0.5% 40

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

Balboa Wealth Partners's DIS Position: Q2 2026 in Review

Balboa Wealth Partners increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $8.56K and bringing the position to 4,004 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #289.

Balboa Wealth Partners first reported a position in DIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Balboa Wealth Partners held 4,004 shares of Walt Disney worth $385K as of Q2 2026.
  • Balboa Wealth Partners bought 84 Walt Disney shares in Q2 2026, an estimated $8.56K.
  • Walt Disney made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #289 holding.
  • Balboa Wealth Partners first reported a position in Walt Disney in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Walt Disney position peaked at $1.63M in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.