Curated Wealth Partners’s Walt Disney DIS Stock Holding History

Curated Wealth Partners’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	–	Sell	-8,847	Closed	-$853K	–	249
2026 Q1	$853K	Sell	8,847 -468	-5%	-$49.5K	0.11%	77
2025 Q4	$1.06M	Buy	9,315 +1,234	+15%	+$136K	0.11%	65
2025 Q3	$925K	Buy	+8,081	New	+$952K	0.11%	65
2022 Q2	–	Sell	-4,698	Closed	-$727K	–	140
2022 Q1	$727K	Hold	4,698	–	–	0.25%	49
2021 Q4	$727K	Sell	4,698 -61	-1%	-$9.85K	0.24%	51
2021 Q3	$805K	Sell	4,759 -1	-0%	-$178	0.45%	38
2021 Q2	$837K	Buy	4,760 +804	+20%	+$145K	0.46%	35
2021 Q1	$730K	Buy	3,956 +556	+16%	+$103K	0.45%	39
2020 Q4	$616K	Buy	+3,400	New	+$488K	0.4%	44

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

Curated Wealth Partners's DIS Position: Q2 2026 in Review

Curated Wealth Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 8,847 shares — an estimated $853K sold.

Curated Wealth Partners first reported a position in DIS in Q4 2020 and held it in 9 quarters. The position peaked at $1.06M in Q4 2025. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Curated Wealth Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 8,847 Walt Disney shares in Q2 2026, an estimated $853K.
Curated Wealth Partners first reported a position in Walt Disney in Q4 2020 and held it in 9 quarters.
Curated Wealth Partners's Walt Disney position peaked at $1.06M in Q4 2025.
2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.