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Collier Financial’s Walt Disney DIS Stock Holding History

Collier Financial’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 		$19K Hold
197
– – 0.01% 103
2026
Q1 		$19K Hold
197
– – 0.01% 107
2025
Q4 		$22.4K Hold
197
– – 0.02% 101
2025
Q3 		$22.6K Buy
+197
New +$23.2K 0.02% 101
2025
Q1 		$19.5K Hold
197
– – 0.02% 94
2024
Q4 		$21.9K Buy
+197
New +$20.7K 0.02% 88

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

Collier Financial's DIS Position: Q2 2026 in Review

Collier Financial held its Walt Disney (DIS) position steady in Q2 2026 at 197 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #103.

Collier Financial first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.6K in Q3 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Collier Financial held 197 shares of Walt Disney worth $19K as of Q2 2026.
  • Collier Financial left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.01% of Collier Financial's portfolio in Q2 2026, its #103 holding.
  • Collier Financial first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's Walt Disney position peaked at $22.6K in Q3 2025.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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