DWM
DIS icon

Drive Wealth Management’s Walt Disney DIS Stock Holding History

Drive 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 		$353K Buy
3,641
+13
+0.4% +$1.32K 0.06% 270
2026
Q1 		$350K Sell
3,628
-444
-11% -$46.9K 0.07% 222
2025
Q4 		$466K Buy
4,072
+41
+1% +$4.51K 0.09% 174
2025
Q3 		$461K Buy
4,031
+335
+9% +$39.5K 0.1% 178
2025
Q2 		$460K Sell
3,696
-2,103
-36% -$219K 0.1% 174
2025
Q1 		$572K Buy
5,799
+148
+3% +$15.9K 0.13% 125
2024
Q4 		$632K Sell
5,651
-19
-0.3% -$2K 0.15% 109
2024
Q3 		$545K Sell
5,670
-76
-1% -$6.99K 0.14% 120
2024
Q2 		$571K Sell
5,746
-239
-4% -$25.7K 0.15% 114
2024
Q1 		$732K Sell
5,985
-997
-14% -$104K 0.21% 92
2023
Q4 		$633K Buy
6,982
+1,085
+18% +$95.7K 0.2% 100
2023
Q3 		$478K Sell
5,897
-66
-1% -$5.64K 0.17% 114
2023
Q2 		$532K Sell
5,963
-1,285
-18% -$122K 0.2% 110
2023
Q1 		$726K Buy
7,248
+1,384
+24% +$140K 0.3% 83
2022
Q4 		$509K Buy
5,864
+1,361
+30% +$130K 0.25% 94
2022
Q3 		$425K Buy
4,503
+1,528
+51% +$164K 0.4% 72
2022
Q2 		$281K Sell
2,975
-3,466
-54% -$385K 0.26% 114
2022
Q1 		$884K Buy
6,441
+3,700
+135% +$535K 0.75% 33
2021
Q4 		$424K Buy
+2,741
New +$443K 0.37% 77

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

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

Drive Wealth Management increased its Walt Disney (DIS) stake by 0.36% in Q2 2026, buying an estimated $1.32K and bringing the position to 3,641 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #270.

Drive Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $884K in Q1 2022. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Drive Wealth Management held 3,641 shares of Walt Disney worth $353K as of Q2 2026.
  • Drive Wealth Management bought 13 Walt Disney shares in Q2 2026, an estimated $1.32K.
  • Walt Disney made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Drive Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Walt Disney position peaked at $884K in Q1 2022.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.