DWA
DIS icon

Delos Wealth Advisors’s Walt Disney DIS Stock Holding History

Delos Wealth Advisors’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 		$125K Hold
1,295
– – 0.06% 99
2026
Q1 		$125K Sell
1,295
-9
-0.7% -$951 0.07% 102
2025
Q4 		$148K Hold
1,304
– – 0.1% 64
2025
Q3 		$149K Sell
1,304
-34
-3% -$4K 0.1% 66
2025
Q2 		$166K Buy
+1,338
New +$139K 0.13% 57
2025
Q1 		– Sell
-1,229
Closed -$137K – 86
2024
Q4 		$137K Buy
+1,229
New +$129K 0.11% 54
2024
Q3 		– Sell
-45
Closed -$4.47K – 239
2024
Q2 		$4.47K Hold
45
– – ﹤0.01% 164
2024
Q1 		$5.51K Buy
45
+39
+650% +$4.07K 0.01% 155
2023
Q4 		$542 Hold
6
– – ﹤0.01% 253
2023
Q3 		$503 Hold
6
– – ﹤0.01% 294
2023
Q2 		$536 Hold
6
– – ﹤0.01% 287
2023
Q1 		$601 Hold
6
– – ﹤0.01% 281
2022
Q4 		$521 Hold
6
– – ﹤0.01% 298
2022
Q3 		$1K Buy
+6
New +$642 ﹤0.01% 228
2022
Q2 		– Sell
-200
Closed -$27K – 237
2022
Q1 		$27K Sell
200
-73
-27% -$10.6K 0.03% 97
2021
Q4 		$42K Buy
273
+264
+2,933% +$42.6K 0.04% 85
2021
Q3 		$2K Buy
9
+5
+125% +$891 ﹤0.01% 149
2021
Q2 		$1K Buy
+4
New +$719 ﹤0.01% 160

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

Delos Wealth Advisors's DIS Position: Q2 2026 in Review

Delos Wealth Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 1,295 shares worth $125K. The position accounts for 0.06% of the portfolio, ranked #99.

Delos Wealth Advisors first reported a position in DIS in Q2 2021 and has held it in 18 quarters since. The position peaked at $166K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Delos Wealth Advisors held 1,295 shares of Walt Disney worth $125K as of Q2 2026.
  • Delos Wealth Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.06% of Delos Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Delos Wealth Advisors first reported a position in Walt Disney in Q2 2021 and has held it in 18 quarters since.
  • Delos Wealth Advisors's Walt Disney position peaked at $166K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.