CW
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Curio Wealth’s Walt Disney DIS Stock Holding History

Curio 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 		– Sell
-142
Closed -$13.7K – 358
2026
Q1 		$13.7K Sell
142
-81
-36% -$8.56K ﹤0.01% 200
2025
Q4 		$25.5K Buy
223
+117
+110% +$12.9K 0.01% 179
2025
Q3 		$12.1K Buy
106
+43
+68% +$5.06K 0.01% 183
2025
Q2 		$7.78K Buy
63
+59
+1,475% +$6.13K ﹤0.01% 215
2025
Q1 		$6.98K Sell
4
-37
-90% -$3.98K ﹤0.01% 253
2024
Q4 		$4.57K Buy
+41
New +$4.31K ﹤0.01% 242

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

Curio Wealth's DIS Position: Q2 2026 in Review

Curio Wealth sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 142 shares — an estimated $13.7K sold.

Curio Wealth first reported a position in DIS in Q4 2024 and held it in 6 quarters. The position peaked at $25.5K in Q4 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Curio Wealth reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 142 Walt Disney shares in Q2 2026, an estimated $13.7K.
  • Curio Wealth first reported a position in Walt Disney in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Walt Disney position peaked at $25.5K in Q4 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.