DWM
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Dogwood Wealth Management’s Walt Disney DIS Stock Holding History

Dogwood 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 		$37.6K Buy
391
+9
+2% +$918 0.01% 183
2026
Q1 		$36.8K Buy
382
+20
+6% +$2.11K 0.02% 174
2025
Q4 		$41.2K Buy
362
+83
+30% +$9.14K 0.02% 144
2025
Q3 		$31.9K Sell
279
-130
-32% -$15.3K 0.01% 149
2025
Q2 		$49.8K Sell
409
-222
-35% -$23.1K 0.02% 122
2025
Q1 		$62.3K Buy
631
+116
+23% +$12.5K 0.03% 109
2024
Q4 		$57.4K Buy
515
+45
+10% +$4.73K 0.03% 117
2024
Q3 		$45.2K Sell
470
-1
-0.2% -$92 0.03% 120
2024
Q2 		$46.8K Sell
471
-1
-0.2% -$108 0.03% 116
2024
Q1 		$57.7K Sell
472
-9
-2% -$940 0.04% 124
2023
Q4 		$43.5K Buy
+481
New +$42.4K 0.03% 126

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

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

Dogwood Wealth Management increased its Walt Disney (DIS) stake by 2.4% in Q2 2026, buying an estimated $918 and bringing the position to 391 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #183.

Dogwood Wealth Management first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.3K in Q1 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Dogwood Wealth Management held 391 shares of Walt Disney worth $37.6K as of Q2 2026.
  • Dogwood Wealth Management bought 9 Walt Disney shares in Q2 2026, an estimated $918.
  • Walt Disney made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Dogwood Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Walt Disney position peaked at $62.3K in Q1 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.