Conscious Wealth Investments’s Walt Disney DIS Stock Holding History

Conscious Wealth Investments’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	$488K	Buy	5,081 +791	+18%	+$80.6K	0.25%	51
2026 Q1	$442K	Sell	4,290 -1,341	-24%	-$142K	0.25%	50
2025 Q4	$591K	Sell	5,631 -2,077	-27%	-$229K	0.35%	49
2025 Q3	$868K	Buy	7,708 +2,998	+64%	+$353K	0.51%	38
2025 Q2	$565K	Sell	4,710 -204	-4%	-$21.2K	0.36%	39
2025 Q1	$521K	Sell	4,914 -1,424	-22%	-$153K	0.36%	42
2024 Q4	$678K	Buy	6,338 +1,360	+27%	+$143K	0.46%	37
2024 Q3	$479K	Sell	4,978 -181	-4%	-$16.7K	0.33%	43
2024 Q2	$469K	Sell	5,159 -25	-0.5%	-$2.69K	0.34%	43
2024 Q1	$590K	Sell	5,184 -1,356	-21%	-$142K	0.45%	40
2023 Q4	$620K	Buy	+6,540	New	+$577K	0.49%	41

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 $3.38T AUM 44.17% 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

Conscious Wealth Investments's DIS Position: Q2 2026 in Review

Conscious Wealth Investments increased its Walt Disney (DIS) stake by 18% in Q2 2026, buying an estimated $80.6K and bringing the position to 5,081 shares worth $488K. The position accounts for 0.25% of the portfolio, ranked #51.

Conscious Wealth Investments first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $868K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Conscious Wealth Investments held 5,081 shares of Walt Disney worth $488K as of Q2 2026.
Conscious Wealth Investments bought 791 Walt Disney shares in Q2 2026, an estimated $80.6K.
Walt Disney made up 0.25% of Conscious Wealth Investments's portfolio in Q2 2026, its #51 holding.
Conscious Wealth Investments first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
Conscious Wealth Investments's Walt Disney position peaked at $868K in Q3 2025.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.