DWM
DIS icon

Dakota Wealth Management’s Walt Disney DIS Stock Holding History

Dakota Wealth Management’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
2020
Q4 		– Sell
-14,200
Closed -$1.76M – 326
2020
Q3 		$1.76M Buy
14,200
+13,200
+1,320% +$1.65M 0.28% 91
2020
Q2 		$112K Buy
+1,000
New +$110K 0.02% 272

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

Dakota Wealth Management's DIS Position: Q2 2026 in Review

Dakota Wealth Management reduced its Walt Disney (DIS) stake by 4.3% in Q2 2026, selling an estimated $491K and leaving 106,315 shares worth $10.2M. The position accounts for 0.2% of the portfolio, ranked #108.

Dakota Wealth Management first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $25.3M in Q1 2024. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Dakota Wealth Management held 106,315 shares of Walt Disney worth $10.2M as of Q2 2026.
  • Dakota Wealth Management sold 4,819 Walt Disney shares in Q2 2026, an estimated $491K.
  • Walt Disney made up 0.2% of Dakota Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Dakota Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
  • Dakota Wealth Management's Walt Disney position peaked at $25.3M in Q1 2024.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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