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FAS Wealth Partners’s Walt Disney DIS Stock Holding History

FAS Wealth Partners’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 		$618K Buy
6,420
+152
+2% +$15.5K 0.03% 220
2026
Q1 		$604K Sell
6,268
-302
-5% -$31.9K 0.04% 213
2025
Q4 		$747K Buy
6,570
+271
+4% +$29.8K 0.05% 192
2025
Q3 		$721K Buy
6,299
+58
+0.9% +$6.83K 0.05% 193
2025
Q2 		$774K Sell
6,241
-334
-5% -$34.7K 0.06% 181
2025
Q1 		$649K Sell
6,575
-7
-0.1% -$752 0.05% 182
2024
Q4 		$733K Sell
6,582
-18,680
-74% -$1.96M 0.06% 172
2024
Q3 		$2.43M Buy
25,262
+1,009
+4% +$92.8K 0.19% 105
2024
Q2 		$2.41M Buy
24,253
+1,091
+5% +$117K 0.21% 102
2024
Q1 		$2.83M Buy
23,162
+434
+2% +$45.3K 0.25% 88
2023
Q4 		$2.05M Buy
22,728
+5,816
+34% +$513K 0.2% 106
2023
Q3 		$1.37M Buy
16,912
+285
+2% +$24.3K 0.15% 120
2023
Q2 		$1.48M Buy
16,627
+644
+4% +$61K 0.19% 103
2023
Q1 		$1.6M Sell
15,983
-495
-3% -$49.9K 0.17% 108
2022
Q4 		$1.43M Sell
16,478
-200
-1% -$19.1K 0.16% 118
2022
Q3 		$1.57M Buy
16,678
+1,899
+13% +$203K 0.17% 100
2022
Q2 		$1.4M Buy
14,779
+2,064
+16% +$229K 0.15% 101
2022
Q1 		$1.74M Buy
12,715
+1,510
+13% +$218K 0.16% 88
2021
Q4 		$1.74M Buy
11,205
+2,212
+25% +$357K 0.16% 90
2021
Q3 		$1.52M Buy
8,993
+696
+8% +$124K 0.14% 95
2021
Q2 		$1.46M Buy
8,297
+862
+12% +$155K 0.14% 99
2021
Q1 		$1.37M Buy
7,435
+897
+14% +$165K 0.14% 98
2020
Q4 		$1.19M Buy
6,538
+183
+3% +$26.3K 0.13% 102
2020
Q3 		$788K Buy
6,355
+51
+0.8% +$6.38K 0.11% 131
2020
Q2 		$703K Buy
6,304
+44
+0.7% +$4.86K 0.1% 127
2020
Q1 		$605K Buy
6,260
+1,979
+46% +$250K 0.11% 121
2019
Q4 		$619K Buy
4,281
+9
+0.2% +$1.26K 0.1% 126
2019
Q3 		$557K Buy
4,272
+121
+3% +$16.7K 0.1% 123
2019
Q2 		$580K Buy
4,151
+150
+4% +$19.9K 0.11% 119
2019
Q1 		$444K Buy
4,001
+92
+2% +$10.3K 0.09% 137
2018
Q4 		$429K Sell
3,909
-21
-0.5% -$2.39K 0.1% 130
2018
Q3 		$460K Buy
3,930
+6
+0.2% +$668 0.1% 123
2018
Q2 		$411K Hold
3,924
– – 0.11% 126
2018
Q1 		$394K Buy
3,924
+133
+4% +$14.1K 0.11% 126
2017
Q4 		$408K Buy
3,791
+10
+0.3% +$1.03K 0.11% 124
2017
Q3 		$373K Buy
3,781
+104
+3% +$10.7K 0.1% 125
2017
Q2 		$391K Sell
3,677
-405
-10% -$44.3K 0.12% 114
2017
Q1 		$463K Buy
4,082
+526
+15% +$57.9K 0.14% 99
2016
Q4 		$371K Buy
3,556
+4
+0.1% +$390 0.11% 105
2016
Q3 		$330K Sell
3,552
-40
-1% -$3.83K 0.11% 106
2016
Q2 		$351K Sell
3,592
-30
-0.8% -$3K 0.13% 102
2016
Q1 		$360K Sell
3,622
-333
-8% -$32.1K 0.18% 74
2015
Q4 		$416K Sell
3,955
-236
-6% -$26.3K 0.21% 68
2015
Q3 		$428K Buy
4,191
+30
+0.7% +$3.27K 0.25% 54
2015
Q2 		$475K Hold
4,161
– – 0.24% 50
2015
Q1 		$436K Buy
4,161
+652
+19% +$65.8K 0.22% 48
2014
Q4 		$330K Buy
3,509
+100
+3% +$9.02K 0.17% 61
2014
Q3 		$303K Sell
3,409
-319
-9% -$28.1K 0.17% 64
2014
Q2 		$320K Buy
3,728
+290
+8% +$23.7K 0.18% 61
2014
Q1 		$275K Buy
3,438
+459
+15% +$35.6K 0.19% 68
2013
Q4 		$228K Buy
+2,979
New +$206K 0.14% 78

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

FAS Wealth Partners's DIS Position: Q2 2026 in Review

FAS Wealth Partners increased its Walt Disney (DIS) stake by 2.4% in Q2 2026, buying an estimated $15.5K and bringing the position to 6,420 shares worth $618K. The position accounts for 0.03% of the portfolio, ranked #220.

FAS Wealth Partners first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.83M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • FAS Wealth Partners held 6,420 shares of Walt Disney worth $618K as of Q2 2026.
  • FAS Wealth Partners bought 152 Walt Disney shares in Q2 2026, an estimated $15.5K.
  • Walt Disney made up 0.03% of FAS Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • FAS Wealth Partners first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
  • FAS Wealth Partners's Walt Disney position peaked at $2.83M in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.