FFO
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Fiduciary Family Office’s Walt Disney DIS Stock Holding History

Fiduciary Family Office’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 		$2.47M Buy
25,657
+10,203
+66% +$1.04M 0.62% 32
2026
Q1 		$1.49M Buy
15,454
+6,881
+80% +$727K 0.42% 49
2025
Q4 		$975K Sell
8,573
-1,406
-14% -$155K 0.28% 64
2025
Q3 		$1.14M Buy
9,979
+3,637
+57% +$428K 0.33% 56
2025
Q2 		$786K Sell
6,342
-2,620
-29% -$272K 0.26% 79
2025
Q1 		$885K Buy
+8,962
New +$963K 0.29% 71
2024
Q4 		– Sell
-5,444
Closed -$524K – 131
2024
Q3 		$524K Sell
5,444
-538
-9% -$49.5K 0.17% 126
2024
Q2 		$594K Sell
5,982
-1,375
-19% -$148K 0.23% 110
2024
Q1 		$900K Sell
7,357
-93
-1% -$9.71K 0.35% 79
2023
Q4 		$673K Buy
+7,450
New +$657K 0.29% 79

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

Fiduciary Family Office's DIS Position: Q2 2026 in Review

Fiduciary Family Office increased its Walt Disney (DIS) stake by 66% in Q2 2026, buying an estimated $1.04M and bringing the position to 25,657 shares worth $2.47M. The position accounts for 0.62% of the portfolio, ranked #32.

Fiduciary Family Office first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fiduciary Family Office held 25,657 shares of Walt Disney worth $2.47M as of Q2 2026.
  • Fiduciary Family Office bought 10,203 Walt Disney shares in Q2 2026, an estimated $1.04M.
  • Walt Disney made up 0.62% of Fiduciary Family Office's portfolio in Q2 2026, its #32 holding.
  • Fiduciary Family Office first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.