Dynasty Wealth Management’s Walt Disney DIS Stock Holding History

Dynasty 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	$1.25M	Buy	13,030 +5,838	+81%	+$595K	0.01%	171
2026 Q1	$693K	Sell	7,192 -1,481	-17%	-$157K	0.01%	207
2025 Q4	$987K	Sell	8,673 -2,404	-22%	-$265K	0.01%	186
2025 Q3	$1.27M	Buy	11,077 +2,633	+31%	+$310K	0.02%	153
2025 Q2	$1.05M	Sell	8,444 -2,208	-21%	-$229K	0.02%	127
2025 Q1	$1.05M	Buy	10,652 +1,054	+11%	+$113K	0.02%	138
2024 Q4	$1.07M	Buy	+9,598	New	+$1.01M	0.02%	143
2018 Q4	–	Sell	-3,079	Closed	-$360K	–	27
2018 Q3	$360K	Buy	+3,079	New	+$343K	0.46%	52

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

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

Dynasty Wealth Management increased its Walt Disney (DIS) stake by 81% in Q2 2026, buying an estimated $595K and bringing the position to 13,030 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #171.

Dynasty Wealth Management first reported a position in DIS in Q3 2018 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Dynasty Wealth Management held 13,030 shares of Walt Disney worth $1.25M as of Q2 2026.
Dynasty Wealth Management bought 5,838 Walt Disney shares in Q2 2026, an estimated $595K.
Walt Disney made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #171 holding.
Dynasty Wealth Management first reported a position in Walt Disney in Q3 2018 and has held it in 8 quarters since.
Dynasty Wealth Management's Walt Disney position peaked at $1.27M in Q3 2025.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.