Ball & Co Wealth Management’s Walt Disney DIS Stock Holding History

Ball & Co 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	–	Sell	-53	Closed	-$5K	–	75
2026 Q1	$5K	Buy	53 +1	+2%	+$106	﹤0.01%	60
2025 Q4	$5K	Sell	52 -21	-29%	-$2.31K	﹤0.01%	60
2025 Q3	$8K	Buy	73 +1	+1%	+$118	0.01%	65
2025 Q2	$9K	Buy	72 +10	+16%	+$1.04K	0.01%	50
2025 Q1	$6K	Sell	62 -13	-17%	-$1.4K	0.01%	49
2024 Q4	$8K	Buy	+75	New	+$7.88K	0.01%	49

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ball & Co Wealth Management's DIS Position: Q2 2026 in Review

Ball & Co Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 53 shares — an estimated $5K sold.

Ball & Co Wealth Management first reported a position in DIS in Q4 2024 and held it in 6 quarters. The position peaked at $9K in Q2 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Ball & Co Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Ball & Co Wealth Management sold 53 Walt Disney shares in Q2 2026, an estimated $5K.
Ball & Co Wealth Management first reported a position in Walt Disney in Q4 2024 and held it in 6 quarters.
Ball & Co Wealth Management's Walt Disney position peaked at $9K in Q2 2025.
2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.