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Ethos Financial Group’s Walt Disney DIS Stock Holding History

Ethos Financial Group’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 		$279K Sell
2,837
-18
-0.6% -$1.83K 0.02% 486
2026
Q1 		$275K Sell
2,855
-146
-5% -$15.4K 0.02% 424
2025
Q4 		$344K Buy
3,001
+339
+13% +$37.3K 0.03% 363
2025
Q3 		$305K Sell
2,662
-419
-14% -$49.3K 0.02% 360
2025
Q2 		$384K Buy
3,081
+750
+32% +$77.9K 0.03% 302
2025
Q1 		$261K Hold
2,331
– – 0.02% 342
2024
Q4 		$261K Buy
+2,331
New +$245K 0.03% 243
2024
Q3 		– Sell
-2,670
Closed -$265K – 305
2024
Q2 		$265K Sell
2,670
-304
-10% -$32.7K 0.05% 220
2024
Q1 		$364K Sell
2,974
-913
-23% -$95.4K 0.07% 184
2023
Q4 		$352K Sell
3,887
-48
-1% -$4.23K 0.07% 171
2023
Q3 		$319K Buy
+3,935
New +$336K 0.08% 130
2023
Q1 		– Sell
-2,888
Closed -$259K – 194
2022
Q4 		$259K Buy
+2,888
New +$276K 0.09% 116

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

Ethos Financial Group's DIS Position: Q2 2026 in Review

Ethos Financial Group reduced its Walt Disney (DIS) stake by 0.63% in Q2 2026, selling an estimated $1.83K and leaving 2,837 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #486.

Ethos Financial Group first reported a position in DIS in Q4 2022 and has held it in 12 quarters since. The position peaked at $384K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Ethos Financial Group held 2,837 shares of Walt Disney worth $279K as of Q2 2026.
  • Ethos Financial Group sold 18 Walt Disney shares in Q2 2026, an estimated $1.83K.
  • Walt Disney made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #486 holding.
  • Ethos Financial Group first reported a position in Walt Disney in Q4 2022 and has held it in 12 quarters since.
  • Ethos Financial Group's Walt Disney position peaked at $384K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.