Catalyst Financial Partners’s Walt Disney DIS Stock Holding History

Catalyst Financial 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	$711K	Buy	7,390 +1,412	+24%	+$144K	0.07%	161
2026 Q1	$576K	Sell	5,978 -893	-13%	-$94.4K	0.07%	177
2025 Q4	$782K	Buy	6,871 +621	+10%	+$68.4K	0.09%	123
2025 Q3	$716K	Buy	6,250 +384	+7%	+$45.2K	0.09%	125
2025 Q2	$727K	Buy	5,866 +16	+0.3%	+$1.66K	0.08%	119
2025 Q1	$577K	Buy	5,850 +142	+2%	+$15.3K	0.11%	131
2024 Q4	$636K	Buy	5,708 +669	+13%	+$70.3K	0.12%	108
2024 Q3	$485K	Sell	5,039 -79	-2%	-$7.27K	0.09%	141
2024 Q2	$508K	Buy	5,118 +363	+8%	+$39.1K	0.11%	123
2024 Q1	$537K	Buy	4,755 +694	+17%	+$72.5K	0.14%	98
2023 Q4	$367K	Buy	4,061 +1,406	+53%	+$124K	0.1%	136
2023 Q3	$215K	Buy	+2,655	New	+$227K	0.07%	186
2023 Q2	–	Sell	-2,495	Closed	-$250K	–	200
2023 Q1	$250K	Buy	+2,495	New	+$252K	0.11%	143

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Catalyst Financial Partners's DIS Position: Q2 2026 in Review

Catalyst Financial Partners increased its Walt Disney (DIS) stake by 24% in Q2 2026, buying an estimated $144K and bringing the position to 7,390 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #161.

Catalyst Financial Partners first reported a position in DIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $782K in Q4 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Catalyst Financial Partners held 7,390 shares of Walt Disney worth $711K as of Q2 2026.
Catalyst Financial Partners bought 1,412 Walt Disney shares in Q2 2026, an estimated $144K.
Walt Disney made up 0.07% of Catalyst Financial Partners's portfolio in Q2 2026, its #161 holding.
Catalyst Financial Partners first reported a position in Walt Disney in Q1 2023 and has held it in 13 quarters since.
Catalyst Financial Partners's Walt Disney position peaked at $782K in Q4 2025.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.