Diversify Advisory Services’s Walt Disney DIS Stock Holding History

Diversify Advisory Services’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	$10.1M	Buy	+104,183	New	+$10.6M	0.17%	131
2026 Q1	–	Sell	-33,929	Closed	-$3.77M	–	385
2025 Q4	$3.77M	Buy	33,929 +2,798	+9%	+$308K	0.12%	132
2025 Q3	$3.49M	Buy	31,131 +4,984	+19%	+$587K	0.12%	136
2025 Q2	$2.97M	Buy	26,147 +1,631	+7%	+$169K	0.11%	132
2025 Q1	$2.24M	Sell	24,516 -4,085	-14%	-$439K	0.14%	115
2024 Q4	$3.11M	Sell	28,601 -7,139	-20%	-$750K	0.17%	86
2024 Q3	$3.46M	Sell	35,740 -2,368	-6%	-$218K	0.19%	98
2024 Q2	$3.7M	Sell	38,108 -8,364	-18%	-$900K	0.2%	89
2024 Q1	$5.65M	Buy	+46,472	New	+$4.85M	0.33%	61

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's DIS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Walt Disney (DIS) in Q2 2026: 104,183 shares worth $10.1M. The stake represents 0.17% of the portfolio and ranks #131 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DIS as recently as Q4 2025.

Diversify Advisory Services first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Diversify Advisory Services held 104,183 shares of Walt Disney worth $10.1M as of Q2 2026.
Walt Disney was a new Diversify Advisory Services position in Q2 2026.
Walt Disney made up 0.17% of Diversify Advisory Services's portfolio in Q2 2026, its #131 holding.
Diversify Advisory Services first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.