CrossGen Wealth’s Walt Disney DIS Stock Holding History

CrossGen 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	$2.27K	Hold	24	–	–	﹤0.01%	189
2026 Q1	$2.27K	Buy	24 +1	+4%	+$106	﹤0.01%	173
2025 Q4	$2.66K	Buy	+23	New	+$2.53K	﹤0.01%	169

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CrossGen Wealth's DIS Position: Q2 2026 in Review

CrossGen Wealth held its Walt Disney (DIS) position steady in Q2 2026 at 24 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

CrossGen Wealth first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.66K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

CrossGen Wealth held 24 shares of Walt Disney worth $2.27K as of Q2 2026.
CrossGen Wealth left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #189 holding.
CrossGen Wealth first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's Walt Disney position peaked at $2.66K in Q4 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.