CWM
DIS icon

Consultiva Wealth Management’s Walt Disney DIS Stock Holding History

Consultiva Wealth Management’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 		$133K Hold
1,387
– – 0.3% 49
2026
Q1 		$134K Hold
1,387
– – 0.39% 41
2025
Q4 		$158K Sell
1,387
-100
-7% -$11K 0.44% 34
2025
Q3 		$170K Hold
1,487
– – 0.48% 30
2025
Q2 		$184K Hold
1,487
– – 0.57% 26
2025
Q1 		$147K Buy
1,487
+20
+1% +$2.15K 0.5% 32
2024
Q4 		$163K Buy
+1,467
New +$154K 0.82% 20

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

Consultiva Wealth Management's DIS Position: Q2 2026 in Review

Consultiva Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 1,387 shares worth $133K. The position accounts for 0.3% of the portfolio, ranked #49.

Consultiva Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $184K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Consultiva Wealth Management held 1,387 shares of Walt Disney worth $133K as of Q2 2026.
  • Consultiva Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.3% of Consultiva Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Consultiva Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Walt Disney position peaked at $184K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.