DHJJ Financial Advisors’s Walt Disney DIS Stock Holding History

DHJJ Financial 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	$98K	Buy	1,018 +19	+2%	+$1.94K	0.03%	316
2026 Q1	$96.3K	Sell	999 -25	-2%	-$2.64K	0.03%	293
2025 Q4	$116K	Hold	1,024	–	–	0.04%	254
2025 Q3	$117K	Sell	1,024 -2	-0.2%	-$236	0.04%	236
2025 Q2	$127K	Sell	1,026 -32	-3%	-$3.33K	0.05%	214
2025 Q1	$104K	Hold	1,058	–	–	0.04%	217
2024 Q4	$118K	Hold	1,058	–	–	0.05%	205
2024 Q3	$102K	Buy	1,058 +1	+0.1%	+$92	0.04%	216
2024 Q2	$105K	Buy	1,057 +497	+89%	+$53.5K	0.04%	197
2024 Q1	$68.5K	Buy	560 +2	+0.4%	+$209	0.03%	230
2023 Q4	$50.4K	Buy	558 +74	+15%	+$6.52K	0.02%	251
2023 Q3	$39.2K	Buy	+484	New	+$41.3K	0.02%	271

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DHJJ Financial Advisors's DIS Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Walt Disney (DIS) stake by 1.9% in Q2 2026, buying an estimated $1.94K and bringing the position to 1,018 shares worth $98K. The position accounts for 0.03% of the portfolio, ranked #316.

DHJJ Financial Advisors first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $127K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

DHJJ Financial Advisors held 1,018 shares of Walt Disney worth $98K as of Q2 2026.
DHJJ Financial Advisors bought 19 Walt Disney shares in Q2 2026, an estimated $1.94K.
Walt Disney made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #316 holding.
DHJJ Financial Advisors first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Walt Disney position peaked at $127K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.