FWA
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Flagship Wealth Advisors’s Walt Disney DIS Stock Holding History

Flagship Wealth Advisors’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 		$221K Buy
2,301
+1,717
+294% +$175K 0.05% 143
2026
Q1 		$72.4K Sell
584
-1,600
-73% -$169K 0.03% 165
2025
Q4 		$248K Buy
2,184
+1,600
+274% +$176K 0.07% 111
2025
Q3 		$66.9K Sell
584
-1,600
-73% -$188K 0.02% 199
2025
Q2 		$271K Hold
2,184
– – 0.1% 96
2025
Q1 		$216K Hold
2,184
– – 0.09% 104
2024
Q4 		$243K Buy
+2,184
New +$229K 0.14% 84

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

Flagship Wealth Advisors's DIS Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Walt Disney (DIS) stake by 294% in Q2 2026, buying an estimated $175K and bringing the position to 2,301 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #143.

Flagship Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $271K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Flagship Wealth Advisors held 2,301 shares of Walt Disney worth $221K as of Q2 2026.
  • Flagship Wealth Advisors bought 1,717 Walt Disney shares in Q2 2026, an estimated $175K.
  • Walt Disney made up 0.05% of Flagship Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Flagship Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Walt Disney position peaked at $271K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.