Betterment LLC
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Betterment LLC’s Walt Disney DIS Stock Holding History

Betterment LLC’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 		$338K Buy
3,508
+187
+6% +$19.1K ﹤0.01% 559
2026
Q1 		$320K Buy
3,321
+247
+8% +$26.1K ﹤0.01% 524
2025
Q4 		$350K Buy
3,074
+821
+36% +$90.4K ﹤0.01% 465
2025
Q3 		$258K Buy
2,253
+28
+1% +$3.3K ﹤0.01% 478
2025
Q2 		$276K Buy
2,225
+91
+4% +$9.46K ﹤0.01% 442
2025
Q1 		$211K Buy
2,134
+1
+0% +$107 ﹤0.01% 451
2024
Q4 		$238K Buy
2,133
+13
+0.6% +$1.37K ﹤0.01% 415
2024
Q3 		$204K Sell
2,120
-115
-5% -$10.6K ﹤0.01% 420
2024
Q2 		$222K Buy
2,235
+210
+10% +$22.6K ﹤0.01% 381
2024
Q1 		$248K Buy
+2,025
New +$212K ﹤0.01% 332

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

Betterment LLC's DIS Position: Q2 2026 in Review

Betterment LLC increased its Walt Disney (DIS) stake by 5.6% in Q2 2026, buying an estimated $19.1K and bringing the position to 3,508 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Betterment LLC first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $350K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Betterment LLC held 3,508 shares of Walt Disney worth $338K as of Q2 2026.
  • Betterment LLC bought 187 Walt Disney shares in Q2 2026, an estimated $19.1K.
  • Walt Disney made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #559 holding.
  • Betterment LLC first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Betterment LLC's Walt Disney position peaked at $350K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.