Crux Wealth Advisors’s Walt Disney DIS Stock Holding History

Crux Wealth Advisors’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	$1.04M	Sell	10,805 -140	-1%	-$14.3K	0.36%	78
2026 Q1	$1.05M	Sell	10,945 -260	-2%	-$27.5K	0.4%	74
2025 Q4	$1.27M	Sell	11,205 -222	-2%	-$24.4K	0.47%	66
2025 Q3	$1.31M	Buy	11,427 +674	+6%	+$79.4K	0.52%	59
2025 Q2	$1.33M	Buy	10,753 +2,992	+39%	+$311K	0.57%	51
2025 Q1	$766K	Buy	7,761 +1,792	+30%	+$193K	0.4%	80
2024 Q4	$665K	Buy	+5,969	New	+$627K	0.37%	79

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

Crux Wealth Advisors's DIS Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Walt Disney (DIS) stake by 1.3% in Q2 2026, selling an estimated $14.3K and leaving 10,805 shares worth $1.04M. The position accounts for 0.36% of the portfolio, ranked #78.

Crux Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Crux Wealth Advisors held 10,805 shares of Walt Disney worth $1.04M as of Q2 2026.
Crux Wealth Advisors sold 140 Walt Disney shares in Q2 2026, an estimated $14.3K.
Walt Disney made up 0.36% of Crux Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Crux Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Walt Disney position peaked at $1.33M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.