FWM
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Finer Wealth Management’s Walt Disney DIS Stock Holding History

Finer 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 		$297K Sell
3,081
-156
-5% -$15.9K 0.13% 74
2026
Q1 		$312K Buy
3,237
+404
+14% +$42.7K 0.16% 74
2025
Q4 		$322K Sell
2,833
-6
-0.2% -$661 0.16% 67
2025
Q3 		$325K Hold
2,839
– – 0.16% 66
2025
Q2 		$352K Sell
2,839
-702
-20% -$72.9K 0.19% 67
2025
Q1 		$349K Sell
3,541
-194
-5% -$20.8K 0.21% 70
2024
Q4 		$416K Sell
3,735
-408
-10% -$42.9K 0.24% 63
2024
Q3 		$399K Sell
4,143
-1,019
-20% -$93.8K 0.25% 61
2024
Q2 		$513K Sell
5,162
-155
-3% -$16.7K 0.33% 52
2024
Q1 		$651K Sell
5,317
-1,047
-16% -$109K 0.43% 47
2023
Q4 		$575K Sell
6,364
-1,561
-20% -$138K 0.43% 50
2023
Q3 		$642K Sell
7,925
-1,606
-17% -$137K 0.51% 44
2023
Q2 		$851K Buy
9,531
+205
+2% +$19.4K 0.66% 37
2023
Q1 		$934K Buy
9,326
+689
+8% +$69.5K 0.79% 34
2022
Q4 		$750K Sell
8,637
-2,821
-25% -$270K 0.7% 40
2022
Q3 		$1.08M Buy
11,458
+148
+1% +$15.8K 1.06% 32
2022
Q2 		$1.07M Buy
11,310
+1,517
+15% +$168K 0.97% 32
2022
Q1 		$1.34M Buy
9,793
+490
+5% +$70.8K 1.1% 30
2021
Q4 		$1.44M Buy
+9,303
New +$1.5M 1.2% 26

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

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

Finer Wealth Management reduced its Walt Disney (DIS) stake by 4.8% in Q2 2026, selling an estimated $15.9K and leaving 3,081 shares worth $297K. The position accounts for 0.13% of the portfolio, ranked #74.

Finer Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Finer Wealth Management held 3,081 shares of Walt Disney worth $297K as of Q2 2026.
  • Finer Wealth Management sold 156 Walt Disney shares in Q2 2026, an estimated $15.9K.
  • Walt Disney made up 0.13% of Finer Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Finer Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Walt Disney position peaked at $1.44M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.