CW
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CreativeOne Wealth’s Walt Disney DIS Stock Holding History

CreativeOne Wealth’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 		$1.32M Sell
13,701
-223
-2% -$22.7K 0.03% 482
2026
Q1 		$1.34M Buy
13,924
+1,780
+15% +$188K 0.03% 471
2025
Q4 		$1.38M Sell
12,144
-5,962
-33% -$657K 0.03% 436
2025
Q3 		$2.07M Buy
18,106
+1,065
+6% +$125K 0.05% 333
2025
Q2 		$2.11M Buy
17,041
+5,676
+50% +$590K 0.06% 333
2025
Q1 		$1.12M Sell
11,365
-1,152
-9% -$124K 0.03% 444
2024
Q4 		$1.39M Buy
12,517
+1,069
+9% +$112K 0.04% 372
2024
Q3 		$1.1M Buy
11,448
+590
+5% +$54.3K 0.04% 407
2024
Q2 		$1.08M Sell
10,858
-33
-0.3% -$3.55K 0.05% 309
2024
Q1 		$1.33M Buy
10,891
+2,763
+34% +$289K 0.05% 318
2023
Q4 		$734K Buy
8,128
+1,358
+20% +$120K 0.05% 304
2023
Q3 		$549K Sell
6,770
-17,510
-72% -$1.5M 0.04% 326
2023
Q2 		$2.17M Sell
24,280
-588
-2% -$55.7K 0.1% 193
2023
Q1 		$2.49M Sell
24,868
-166
-0.7% -$16.7K 0.12% 143
2022
Q4 		$2.17M Sell
25,034
-1,148
-4% -$110K 0.12% 151
2022
Q3 		$2.47M Buy
26,182
+1,109
+4% +$119K 0.15% 120
2022
Q2 		$2.37M Buy
25,073
+894
+4% +$99.2K 0.13% 132
2022
Q1 		$3.32M Buy
24,179
+3,068
+15% +$444K 0.17% 100
2021
Q4 		$3.27M Buy
21,111
+774
+4% +$125K 0.16% 96
2021
Q3 		$3.48M Sell
20,337
-742
-4% -$132K 0.2% 93
2021
Q2 		$3.71M Sell
21,079
-5,313
-20% -$956K 0.23% 86
2021
Q1 		$4.87M Buy
26,392
+7,139
+37% +$1.32M 0.37% 52
2020
Q4 		$3.49M Buy
19,253
+16,822
+692% +$2.41M 0.29% 64
2020
Q3 		$301K Buy
2,431
+421
+21% +$52.6K 0.04% 205
2020
Q2 		$224K Buy
+2,010
New +$222K 0.03% 223
2020
Q1 		– Sell
-2,368
Closed -$342K – 198
2019
Q4 		$342K Sell
2,368
-83
-3% -$11.6K 0.06% 148
2019
Q3 		$320K Buy
2,451
+5
+0.2% +$691 0.06% 125
2019
Q2 		$342K Buy
+2,446
New +$324K 0.07% 114

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

CreativeOne Wealth's DIS Position: Q2 2026 in Review

CreativeOne Wealth reduced its Walt Disney (DIS) stake by 1.6% in Q2 2026, selling an estimated $22.7K and leaving 13,701 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #482.

CreativeOne Wealth first reported a position in DIS in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.87M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CreativeOne Wealth held 13,701 shares of Walt Disney worth $1.32M as of Q2 2026.
  • CreativeOne Wealth sold 223 Walt Disney shares in Q2 2026, an estimated $22.7K.
  • Walt Disney made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #482 holding.
  • CreativeOne Wealth first reported a position in Walt Disney in Q2 2019 and has held it in 28 quarters since.
  • CreativeOne Wealth's Walt Disney position peaked at $4.87M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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