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Copia Wealth Management’s Walt Disney DIS Stock Holding History

Copia 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 		$21.1K Buy
219
+4
+2% +$408 0.01% 281
2026
Q1 		$20.7K Sell
215
-103
-32% -$10.9K 0.01% 267
2025
Q4 		$36.2K Sell
318
-11
-3% -$1.21K 0.03% 227
2025
Q3 		$37.7K Buy
329
+11
+3% +$1.3K 0.03% 211
2025
Q2 		$39.4K Sell
318
-5
-2% -$520 0.03% 184
2025
Q1 		$31.9K Hold
323
– – 0.03% 189
2024
Q4 		$36K Buy
+323
New +$33.9K 0.03% 169

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

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

Copia Wealth Management increased its Walt Disney (DIS) stake by 1.9% in Q2 2026, buying an estimated $408 and bringing the position to 219 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #281.

Copia Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.4K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Copia Wealth Management held 219 shares of Walt Disney worth $21.1K as of Q2 2026.
  • Copia Wealth Management bought 4 Walt Disney shares in Q2 2026, an estimated $408.
  • Walt Disney made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Copia Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Walt Disney position peaked at $39.4K in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.