DWP
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Daymark Wealth Partners’s Walt Disney DIS Stock Holding History

Daymark 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 		$5.37M Buy
55,769
+526
+1% +$53.6K 0.13% 126
2026
Q1 		$5.32M Sell
55,243
-831
-1% -$87.8K 0.17% 111
2025
Q4 		$6.38M Buy
56,074
+839
+2% +$92.4K 0.2% 94
2025
Q3 		$6.32M Buy
55,235
+3,253
+6% +$383K 0.21% 93
2025
Q2 		$6.45M Sell
51,982
-3,915
-7% -$407K 0.25% 87
2025
Q1 		$5.52M Sell
55,897
-91,365
-62% -$9.82M 0.24% 91
2024
Q4 		$5.91M Sell
147,262
-4,497
-3% -$472K 0.25% 84
2024
Q3 		$5.55M Buy
151,759
+2,039
+1% +$188K 0.24% 92
2024
Q2 		$5.53M Buy
149,720
+10,678
+8% +$1.15M 0.25% 87
2024
Q1 		$5.48M Sell
139,042
-190
-0.1% -$19.8K 0.3% 82
2023
Q4 		$4.09M Sell
139,232
-725
-0.5% -$63.9K 0.25% 89
2023
Q3 		$3.74M Buy
139,957
+97,264
+228% +$8.31M 0.26% 87
2023
Q2 		$3.81M Buy
42,693
+30,446
+249% +$2.88M 0.28% 84
2023
Q1 		$1.23M Buy
12,247
+2,933
+31% +$296K 0.16% 106
2022
Q4 		$809K Buy
+9,314
New +$891K 0.14% 112

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

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

Daymark Wealth Partners increased its Walt Disney (DIS) stake by 0.95% in Q2 2026, buying an estimated $53.6K and bringing the position to 55,769 shares worth $5.37M. The position accounts for 0.13% of the portfolio, ranked #126.

Daymark Wealth Partners first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.45M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Daymark Wealth Partners held 55,769 shares of Walt Disney worth $5.37M as of Q2 2026.
  • Daymark Wealth Partners bought 526 Walt Disney shares in Q2 2026, an estimated $53.6K.
  • Walt Disney made up 0.13% of Daymark Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Daymark Wealth Partners first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Walt Disney position peaked at $6.45M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.