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

Bradley & Co 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 		$2.11M Buy
21,750
+2,160
+11% +$220K 1.01% 19
2026
Q1 		$1.89M Buy
19,590
+17,114
+691% +$1.81M 1% 20
2025
Q4 		$282K Buy
2,476
+1,001
+68% +$110K 0.15% 48
2025
Q3 		$169K Sell
1,475
-143
-9% -$16.8K 0.09% 52
2025
Q2 		$201K Sell
1,618
-133
-8% -$13.8K 0.12% 44
2025
Q1 		$173K Hold
1,751
– – 0.12% 45
2024
Q4 		$195K Buy
+1,751
New +$184K 0.12% 40
2024
Q2 		$276K Sell
2,781
-1,098
-28% -$118K 0.2% 32
2024
Q1 		$475K Sell
3,879
-819
-17% -$85.5K 0.38% 25
2023
Q4 		$424K Sell
4,698
-1,007
-18% -$88.8K 0.39% 24
2023
Q3 		$462K Sell
5,705
-50,441
-90% -$4.31M 0.48% 21
2023
Q2 		$5.01M Buy
56,146
+2,199
+4% +$208K 4.96% 11
2023
Q1 		$5.4M Buy
53,947
+7,089
+15% +$715K 5.92% 9
2022
Q4 		$4.07M Buy
46,858
+316
+0.7% +$30.2K 4.96% 9
2022
Q3 		$4.39M Buy
46,542
+1,252
+3% +$134K 5.23% 10
2022
Q2 		$4.28M Buy
45,290
+915
+2% +$102K 4.71% 10
2022
Q1 		$6.09M Buy
44,375
+5,812
+15% +$840K 5.23% 9
2021
Q4 		$5.97M Buy
38,563
+2,755
+8% +$445K 4.79% 10
2021
Q3 		$6.06M Buy
35,808
+1,963
+6% +$350K 5.23% 7
2021
Q2 		$5.95M Buy
33,845
+112
+0.3% +$20.1K 5.19% 7
2021
Q1 		$6.22M Buy
+33,733
New +$6.22M 5.74% 3

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 $3.38T AUM 44.17% 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

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

Bradley & Co Private Wealth Management increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $220K and bringing the position to 21,750 shares worth $2.11M. The position accounts for 1.01% of the portfolio, ranked #19.

Bradley & Co Private Wealth Management first reported a position in DIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.22M in Q1 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bradley & Co Private Wealth Management held 21,750 shares of Walt Disney worth $2.11M as of Q2 2026.
  • Bradley & Co Private Wealth Management bought 2,160 Walt Disney shares in Q2 2026, an estimated $220K.
  • Walt Disney made up 1.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Bradley & Co Private Wealth Management first reported a position in Walt Disney in Q1 2021 and has held it in 21 quarters since.
  • Bradley & Co Private Wealth Management's Walt Disney position peaked at $6.22M in Q1 2021.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.