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Beverly Hills Private Wealth’s Walt Disney DIS Stock Holding History

Beverly Hills Private Wealth’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 		$390K Sell
4,056
-155
-4% -$15.8K 0.07% 172
2026
Q1 		$406K Buy
4,211
+943
+29% +$99.7K 0.07% 219
2025
Q4 		$372K Sell
3,268
-105
-3% -$11.6K 0.06% 216
2025
Q3 		$386K Sell
3,373
-1
-0% -$118 0.07% 218
2025
Q2 		$418K Sell
3,374
-219
-6% -$22.8K 0.08% 205
2025
Q1 		$355K Buy
3,593
+13
+0.4% +$1.4K 0.07% 228
2024
Q4 		$399K Sell
3,580
-22
-0.6% -$2.31K 0.08% 201
2024
Q3 		$347K Buy
3,602
+446
+14% +$41K 0.07% 246
2024
Q2 		$313K Sell
3,156
-1,276
-29% -$137K 0.07% 265
2024
Q1 		$542K Sell
4,432
-157
-3% -$16.4K 0.13% 176
2023
Q4 		$414K Sell
4,589
-163
-3% -$14.4K 0.11% 200
2023
Q3 		$385K Buy
4,752
+143
+3% +$12.2K 0.11% 194
2023
Q2 		$398K Buy
4,609
+372
+9% +$35.2K 0.07% 261
2023
Q1 		$424K Buy
+4,237
New +$427K 0.13% 170

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

Beverly Hills Private Wealth's DIS Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Walt Disney (DIS) stake by 3.7% in Q2 2026, selling an estimated $15.8K and leaving 4,056 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #172.

Beverly Hills Private Wealth first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $542K in Q1 2024. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Beverly Hills Private Wealth held 4,056 shares of Walt Disney worth $390K as of Q2 2026.
  • Beverly Hills Private Wealth sold 155 Walt Disney shares in Q2 2026, an estimated $15.8K.
  • Walt Disney made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #172 holding.
  • Beverly Hills Private Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Walt Disney position peaked at $542K in Q1 2024.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.