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Correct Capital Wealth Management’s Walt Disney DIS Stock Holding History

Correct Capital 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 		$493K Sell
5,126
-250
-5% -$25.5K 0.09% 79
2026
Q1 		$518K Buy
5,376
+2,956
+122% +$312K 0.1% 78
2025
Q4 		$275K Sell
2,420
-10
-0.4% -$1.1K 0.05% 99
2025
Q3 		$278K Hold
2,430
– – 0.05% 101
2025
Q2 		$301K Hold
2,430
– – 0.04% 96
2025
Q1 		$240K Hold
2,430
– – 0.04% 106
2024
Q4 		$271K Buy
2,430
+75
+3% +$7.88K 0.05% 102
2024
Q3 		$227K Sell
2,355
-350
-13% -$32.2K 0.05% 111
2024
Q2 		$269K Hold
2,705
– – 0.06% 100
2024
Q1 		$331K Hold
2,705
– – 0.08% 105
2023
Q4 		$244K Buy
+2,705
New +$238K 0.06% 109

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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's DIS Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Walt Disney (DIS) stake by 4.7% in Q2 2026, selling an estimated $25.5K and leaving 5,126 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #79.

Correct Capital Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q1 2026. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Correct Capital Wealth Management held 5,126 shares of Walt Disney worth $493K as of Q2 2026.
  • Correct Capital Wealth Management sold 250 Walt Disney shares in Q2 2026, an estimated $25.5K.
  • Walt Disney made up 0.09% of Correct Capital Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Correct Capital Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Correct Capital Wealth Management's Walt Disney position peaked at $518K in Q1 2026.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.