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

Fonville 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 		$200K Sell
2,079
-566
-21% -$57.7K 0.03% 147
2026
Q1 		$255K Buy
2,645
+423
+19% +$44.7K 0.05% 117
2025
Q4 		$253K Sell
2,222
-230
-9% -$25.3K 0.05% 115
2025
Q3 		$281K Buy
2,452
+317
+15% +$37.3K 0.06% 107
2025
Q2 		$265K Sell
2,135
-277
-11% -$28.8K 0.07% 106
2025
Q1 		$237K Buy
+2,412
New +$259K 0.07% 108

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

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

Fonville Wealth Management reduced its Walt Disney (DIS) stake by 21% in Q2 2026, selling an estimated $57.7K and leaving 2,079 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #147.

Fonville Wealth Management first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $281K in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fonville Wealth Management held 2,079 shares of Walt Disney worth $200K as of Q2 2026.
  • Fonville Wealth Management sold 566 Walt Disney shares in Q2 2026, an estimated $57.7K.
  • Walt Disney made up 0.03% of Fonville Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Fonville Wealth Management first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Fonville Wealth Management's Walt Disney position peaked at $281K in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.