Financial Security Advisor’s Walt Disney DIS Stock Holding History

Financial Security Advisor’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	$305K	Sell	3,145 -109	-3%	-$11.1K	0.05%	130
2026 Q1	$314K	Sell	3,254 -401	-11%	-$42.4K	0.06%	120
2025 Q4	$418K	Sell	3,655 -1,482	-29%	-$163K	0.08%	95
2025 Q3	$588K	Buy	5,137 +1,061	+26%	+$125K	0.13%	71
2025 Q2	$505K	Sell	4,076 -47	-1%	-$4.88K	0.12%	70
2025 Q1	$407K	Buy	4,123 +30	+0.7%	+$3.22K	0.1%	74
2024 Q4	$456K	Sell	4,093 -8	-0.2%	-$840	0.12%	68
2024 Q3	$394K	Sell	4,101 -31	-0.8%	-$2.85K	0.1%	72
2024 Q2	$410K	Buy	4,132 +28	+0.7%	+$3.01K	0.14%	65
2024 Q1	$502K	Sell	4,104 -165	-4%	-$17.2K	0.18%	55
2023 Q4	$387K	Sell	4,269 -156	-4%	-$13.8K	0.15%	67
2023 Q3	$359K	Buy	+4,425	New	+$378K	0.16%	66

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

Financial Security Advisor's DIS Position: Q2 2026 in Review

Financial Security Advisor reduced its Walt Disney (DIS) stake by 3.3% in Q2 2026, selling an estimated $11.1K and leaving 3,145 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #130.

Financial Security Advisor first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $588K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Financial Security Advisor held 3,145 shares of Walt Disney worth $305K as of Q2 2026.
Financial Security Advisor sold 109 Walt Disney shares in Q2 2026, an estimated $11.1K.
Walt Disney made up 0.05% of Financial Security Advisor's portfolio in Q2 2026, its #130 holding.
Financial Security Advisor first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Walt Disney position peaked at $588K in Q3 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.