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BCS Private Wealth Management’s Walt Disney DIS Stock Holding History

BCS Private 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 		$301K Sell
3,100
-705
-19% -$71.9K 0.09% 156
2026
Q1 		$367K Buy
3,805
+700
+23% +$74K 0.11% 135
2025
Q4 		$356K Buy
3,105
+200
+7% +$22K 0.12% 127
2025
Q3 		$333K Hold
2,905
– – 0.12% 124
2025
Q2 		$362K Buy
+2,905
New +$302K 0.14% 116

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

BCS Private Wealth Management's DIS Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Walt Disney (DIS) stake by 19% in Q2 2026, selling an estimated $71.9K and leaving 3,100 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #156.

BCS Private Wealth Management first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $367K in Q1 2026. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BCS Private Wealth Management held 3,100 shares of Walt Disney worth $301K as of Q2 2026.
  • BCS Private Wealth Management sold 705 Walt Disney shares in Q2 2026, an estimated $71.9K.
  • Walt Disney made up 0.09% of BCS Private Wealth Management's portfolio in Q2 2026, its #156 holding.
  • BCS Private Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Walt Disney position peaked at $367K in Q1 2026.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.