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Destiny Wealth Partners’s Walt Disney DIS Stock Holding History

Destiny 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 		– Sell
-2,412
Closed -$232K – 385
2026
Q1 		$232K Sell
2,412
-283
-11% -$29.9K 0.03% 207
2025
Q4 		$300K Buy
2,695
+84
+3% +$9.25K 0.03% 172
2025
Q3 		$299K Sell
2,611
-254
-9% -$29.9K 0.04% 165
2025
Q2 		$355K Sell
2,865
-2,618
-48% -$272K 0.05% 143
2025
Q1 		$541K Buy
5,483
+2,944
+116% +$316K 0.09% 104
2024
Q4 		$283K Sell
2,539
-121
-5% -$12.7K 0.05% 138
2024
Q3 		$256K Sell
2,660
-162
-6% -$14.9K 0.04% 141
2024
Q2 		$280K Sell
2,822
-695
-20% -$74.8K 0.05% 131
2024
Q1 		$430K Buy
3,517
+98
+3% +$10.2K 0.08% 102
2023
Q4 		$310K Sell
3,419
-157
-4% -$13.8K 0.06% 124
2023
Q3 		$290K Hold
3,576
– – 0.06% 134
2023
Q2 		$312K Hold
3,576
– – 0.06% 130
2023
Q1 		$358K Buy
3,576
+1,224
+52% +$123K 0.07% 114
2022
Q4 		$204K Buy
2,352
+813
+53% +$77.8K 0.04% 176
2022
Q3 		$145K Sell
1,539
-159
-9% -$17K 0.03% 199
2022
Q2 		$160K Buy
1,698
+48
+3% +$5.33K 0.04% 204
2022
Q1 		$226K Buy
1,650
+372
+29% +$53.8K 0.04% 150
2021
Q4 		$198K Sell
1,278
-239
-16% -$38.6K 0.04% 175
2021
Q3 		$257K Sell
1,517
-97
-6% -$17.3K 0.05% 148
2021
Q2 		$284K Buy
1,614
+66
+4% +$11.9K 0.05% 164
2021
Q1 		$286K Sell
1,548
-235
-13% -$43.3K 0.06% 140
2020
Q4 		$323K Buy
+1,783
New +$256K 0.07% 139

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

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

Destiny Wealth Partners sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,412 shares — an estimated $232K sold.

Destiny Wealth Partners first reported a position in DIS in Q4 2020 and held it in 22 quarters. The position peaked at $541K in Q1 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,412 Walt Disney shares in Q2 2026, an estimated $232K.
  • Destiny Wealth Partners first reported a position in Walt Disney in Q4 2020 and held it in 22 quarters.
  • Destiny Wealth Partners's Walt Disney position peaked at $541K in Q1 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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