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Burling Wealth Partners’s Walt Disney DIS Stock Holding History

Burling Wealth Partners’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 		$863K Sell
8,962
-722
-7% -$73.6K 0.13% 103
2026
Q1 		$933K Sell
9,684
-1,194
-11% -$126K 0.15% 98
2025
Q4 		$1.24M Sell
10,878
-515
-5% -$56.7K 0.19% 84
2025
Q3 		$1.3M Sell
11,393
-320
-3% -$37.7K 0.22% 83
2025
Q2 		$1.45M Sell
11,713
-1,231
-10% -$128K 0.27% 82
2025
Q1 		$1.28M Buy
12,944
+355
+3% +$38.2K 0.27% 85
2024
Q4 		$1.4M Buy
+12,589
New +$1.32M 0.29% 82

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

Burling Wealth Partners's DIS Position: Q2 2026 in Review

Burling Wealth Partners reduced its Walt Disney (DIS) stake by 7.5% in Q2 2026, selling an estimated $73.6K and leaving 8,962 shares worth $863K. The position accounts for 0.13% of the portfolio, ranked #103.

Burling Wealth Partners first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Burling Wealth Partners held 8,962 shares of Walt Disney worth $863K as of Q2 2026.
  • Burling Wealth Partners sold 722 Walt Disney shares in Q2 2026, an estimated $73.6K.
  • Walt Disney made up 0.13% of Burling Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Burling Wealth Partners first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Walt Disney position peaked at $1.45M in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.