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Concord Wealth Partners’s Walt Disney DIS Stock Holding History

Concord 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 		$3.12M Buy
32,380
+3,293
+11% +$336K 0.36% 69
2026
Q1 		$2.8M Buy
29,087
+1,740
+6% +$184K 0.36% 71
2025
Q4 		$3.11M Buy
27,347
+1,755
+7% +$193K 0.4% 58
2025
Q3 		$2.93M Buy
25,592
+9,937
+63% +$1.17M 0.4% 53
2025
Q2 		$1.94M Buy
15,655
+2,868
+22% +$298K 0.28% 83
2025
Q1 		$1.26M Buy
12,787
+10,344
+423% +$1.11M 0.21% 104
2024
Q4 		$272K Sell
2,443
-308
-11% -$32.4K 0.04% 178
2024
Q3 		$265K Buy
2,751
+439
+19% +$40.4K 0.04% 184
2024
Q2 		$230K Sell
2,312
-1,079
-32% -$116K 0.04% 184
2024
Q1 		$415K Buy
3,391
+756
+29% +$79K 0.07% 156
2023
Q4 		$238K Sell
2,635
-842
-24% -$74.2K 0.05% 179
2023
Q3 		$282K Buy
3,477
+591
+20% +$50.5K 0.06% 160
2023
Q2 		$258K Buy
2,886
+102
+4% +$9.66K 0.06% 171
2023
Q1 		$279K Buy
2,784
+9
+0.3% +$907 0.08% 122
2022
Q4 		$241K Sell
2,775
-38
-1% -$3.63K 0.07% 145
2022
Q3 		$265K Buy
2,813
+236
+9% +$25.3K 0.08% 129
2022
Q2 		$243K Buy
2,577
+174
+7% +$19.3K 0.07% 141
2022
Q1 		$330K Buy
2,403
+127
+6% +$18.4K 0.09% 129
2021
Q4 		$353K Buy
2,276
+1,642
+259% +$265K 0.09% 123
2021
Q3 		$107K Sell
634
-1,279
-67% -$228K 0.04% 128
2021
Q2 		$336K Buy
1,913
+9
+0.5% +$1.62K 0.1% 93
2021
Q1 		$351K Sell
1,904
-339
-15% -$62.5K 0.12% 86
2020
Q4 		$406K Buy
+2,243
New +$322K 0.31% 38

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

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

Concord Wealth Partners increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $336K and bringing the position to 32,380 shares worth $3.12M. The position accounts for 0.36% of the portfolio, ranked #69.

Concord Wealth Partners first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Concord Wealth Partners held 32,380 shares of Walt Disney worth $3.12M as of Q2 2026.
  • Concord Wealth Partners bought 3,293 Walt Disney shares in Q2 2026, an estimated $336K.
  • Walt Disney made up 0.36% of Concord Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Concord Wealth Partners first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.