Constant Guidance Financial’s Walt Disney DIS Stock Holding History

Constant Guidance 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	$2.31M	Buy	24,001 +14,143	+143%	+$1.44M	1.45%	14
2026 Q1	$950K	Sell	9,858 -4,560	-32%	-$482K	0.66%	18
2025 Q4	$1.64M	Buy	+14,418	New	+$1.59M	1.15%	16
2025 Q3	–	Sell	-25,431	Closed	-$3.15M	–	40
2025 Q2	$3.15M	Buy	+25,431	New	+$2.64M	3.17%	7
2025 Q1	–	Sell	-10,689	Closed	-$1.19M	–	36
2024 Q4	$1.19M	Buy	10,689 +2,335	+28%	+$245K	1.03%	18
2024 Q3	$804K	Buy	+8,354	New	+$769K	0.66%	21
2024 Q2	–	Sell	-11,065	Closed	-$1.3M	–	29
2024 Q1	$1.3M	Buy	+11,065	New	+$1.16M	1.2%	22

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

Constant Guidance Financial's DIS Position: Q2 2026 in Review

Constant Guidance Financial increased its Walt Disney (DIS) stake by 143% in Q2 2026, buying an estimated $1.44M and bringing the position to 24,001 shares worth $2.31M. The position accounts for 1.45% of the portfolio, ranked #14.

Constant Guidance Financial first reported a position in DIS in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Constant Guidance Financial held 24,001 shares of Walt Disney worth $2.31M as of Q2 2026.
Constant Guidance Financial bought 14,143 Walt Disney shares in Q2 2026, an estimated $1.44M.
Walt Disney made up 1.45% of Constant Guidance Financial's portfolio in Q2 2026, its #14 holding.
Constant Guidance Financial first reported a position in Walt Disney in Q1 2024 and has held it in 7 quarters since.
Constant Guidance Financial's Walt Disney position peaked at $3.15M in Q2 2025.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.