DWM
DIS icon

Diversify Wealth Management’s Walt Disney DIS Stock Holding History

Diversify Wealth Management’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
+23,493
+29% +$2.4M 0.17% 131
2026
Q1 		$8.17M Buy
80,690
+35,193
+77% +$3.72M 0.15% 154
2025
Q4 		$5.14M Buy
45,497
+1,689
+4% +$186K 0.24% 115
2025
Q3 		$4.91M Sell
43,808
-4,901
-10% -$577K 0.28% 101
2025
Q2 		$5.54M Buy
48,709
+3,845
+9% +$399K 0.34% 73
2025
Q1 		$4.09M Buy
44,864
+6,497
+17% +$698K 0.3% 94
2024
Q4 		$4.17M Buy
38,367
+14,461
+60% +$1.52M 0.32% 78
2024
Q3 		$2.3M Buy
23,906
+1,201
+5% +$111K 0.22% 117
2024
Q2 		$1.99M Buy
+22,705
New +$2.44M 0.25% 97

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's DIS Position: Q2 2026 in Review

Diversify Wealth Management increased its Walt Disney (DIS) stake by 29% in Q2 2026, buying an estimated $2.4M and bringing the position to 104,183 shares worth $10.1M. The position accounts for 0.17% of the portfolio, ranked #131.

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

  • Diversify Wealth Management held 104,183 shares of Walt Disney worth $10.1M as of Q2 2026.
  • Diversify Wealth Management bought 23,493 Walt Disney shares in Q2 2026, an estimated $2.4M.
  • Walt Disney made up 0.17% of Diversify Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Diversify Wealth Management first reported a position in Walt Disney in Q2 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 Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.