BWS
DIS icon

Buck Wealth Strategies’s Walt Disney DIS Stock Holding History

Buck Wealth Strategies’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 		$158K Buy
+1,639
New +$167K 0.02% 224
2025
Q4 		– Sell
-8,205
Closed -$939K – 178
2025
Q3 		$939K Buy
+8,205
New +$966K 0.13% 76
2023
Q4 		– Sell
-1,281
Closed -$104K – 128
2023
Q3 		$104K Sell
1,281
-44
-3% -$3.76K 0.04% 74
2023
Q2 		$118K Buy
1,325
+600
+83% +$56.8K 0.05% 47
2023
Q1 		$72.6K Buy
+725
New +$73.1K 0.04% 48

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

Buck Wealth Strategies's DIS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Walt Disney (DIS) in Q2 2026: 1,639 shares worth $158K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in DIS as recently as Q3 2025.

Buck Wealth Strategies first reported a position in DIS in Q1 2023 and has held it in 5 quarters since. The position peaked at $939K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Buck Wealth Strategies held 1,639 shares of Walt Disney worth $158K as of Q2 2026.
  • Walt Disney was a new Buck Wealth Strategies position in Q2 2026.
  • Walt Disney made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #224 holding.
  • Buck Wealth Strategies first reported a position in Walt Disney in Q1 2023 and has held it in 5 quarters since.
  • Buck Wealth Strategies's Walt Disney position peaked at $939K in Q3 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.