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Cyndeo Wealth Partners’s Walt Disney DIS Stock Holding History

Cyndeo 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 		$724K Buy
7,520
+602
+9% +$61.4K 0.03% 299
2026
Q1 		$667K Sell
6,918
-373
-5% -$39.4K 0.04% 285
2025
Q4 		$829K Buy
7,291
+605
+9% +$66.6K 0.04% 258
2025
Q3 		$766K Sell
6,686
-954
-12% -$112K 0.04% 263
2025
Q2 		$947K Sell
7,640
-1,158
-13% -$120K 0.06% 234
2025
Q1 		$868K Buy
8,798
+791
+10% +$85K 0.06% 235
2024
Q4 		$892K Sell
8,007
-341
-4% -$35.8K 0.06% 226
2024
Q3 		$803K Buy
8,348
+116
+1% +$10.7K 0.06% 241
2024
Q2 		$817K Buy
8,232
+790
+11% +$85K 0.06% 227
2024
Q1 		$911K Sell
7,442
-80
-1% -$8.36K 0.08% 209
2023
Q4 		$679K Sell
7,522
-1,094
-13% -$96.4K 0.06% 222
2023
Q3 		$698K Sell
8,616
-40
-0.5% -$3.42K 0.07% 198
2023
Q2 		$773K Sell
8,656
-1,749
-17% -$166K 0.08% 186
2023
Q1 		$1.04M Sell
10,405
-30
-0.3% -$3.02K 0.11% 172
2022
Q4 		$907K Buy
+10,435
New +$998K 0.11% 175

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

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

Cyndeo Wealth Partners increased its Walt Disney (DIS) stake by 8.7% in Q2 2026, buying an estimated $61.4K and bringing the position to 7,520 shares worth $724K. The position accounts for 0.03% of the portfolio, ranked #299.

Cyndeo Wealth Partners first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q1 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cyndeo Wealth Partners held 7,520 shares of Walt Disney worth $724K as of Q2 2026.
  • Cyndeo Wealth Partners bought 602 Walt Disney shares in Q2 2026, an estimated $61.4K.
  • Walt Disney made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #299 holding.
  • Cyndeo Wealth Partners first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Walt Disney position peaked at $1.04M in Q1 2023.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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