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Crestwood Advisors Group’s Walt Disney DIS Stock Holding History

Crestwood Advisors Group’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
2022
Q4 		– Sell
-500
Closed -$47K – 273
2022
Q3 		$47K Hold
500
– – ﹤0.01% 260
2022
Q2 		$47K Hold
500
– – ﹤0.01% 259
2022
Q1 		$69K Hold
500
– – ﹤0.01% 281
2021
Q4 		$77K Buy
+500
New +$80.8K ﹤0.01% 293

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

Crestwood Advisors Group's DIS Position: Q2 2026 in Review

Crestwood Advisors Group increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $475K and bringing the position to 47,229 shares worth $4.55M. The position accounts for 0.07% of the portfolio, ranked #158.

Crestwood Advisors Group first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.2M in Q1 2021. 2,934 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Crestwood Advisors Group held 47,229 shares of Walt Disney worth $4.55M as of Q2 2026.
  • Crestwood Advisors Group bought 4,660 Walt Disney shares in Q2 2026, an estimated $475K.
  • Walt Disney made up 0.07% of Crestwood Advisors Group's portfolio in Q2 2026, its #158 holding.
  • Crestwood Advisors Group first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Crestwood Advisors Group's Walt Disney position peaked at $48.2M in Q1 2021.
  • 2,934 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.