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

Forza 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 		$943K Buy
9,796
+147
+2% +$15K 0.29% 78
2026
Q1 		$930K Buy
9,649
+953
+11% +$101K 0.32% 75
2025
Q4 		$989K Buy
8,696
+395
+5% +$43.5K 0.36% 70
2025
Q3 		$950K Buy
8,301
+358
+5% +$42.2K 0.36% 64
2025
Q2 		$985K Buy
7,943
+660
+9% +$68.6K 0.4% 61
2025
Q1 		$719K Buy
7,283
+110
+2% +$11.8K 0.32% 77
2024
Q4 		$799K Buy
7,173
+443
+7% +$46.5K 0.36% 70
2024
Q3 		$647K Buy
6,730
+809
+14% +$74.4K 0.3% 88
2024
Q2 		$588K Buy
5,921
+401
+7% +$43.2K 0.3% 91
2024
Q1 		$675K Hold
5,520
– – 0.35% 78
2023
Q4 		$498K Sell
5,520
-200
-3% -$17.6K 0.28% 105
2023
Q3 		$464K Sell
5,720
-400
-7% -$34.2K 0.24% 119
2023
Q2 		$546K Sell
6,120
-480
-7% -$45.5K 0.28% 105
2023
Q1 		$661K Sell
6,600
-74
-1% -$7.46K 0.34% 91
2022
Q4 		$580K Buy
+6,674
New +$638K 0.38% 69

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

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

Forza Wealth Management increased its Walt Disney (DIS) stake by 1.5% in Q2 2026, buying an estimated $15K and bringing the position to 9,796 shares worth $943K. The position accounts for 0.29% of the portfolio, ranked #78.

Forza Wealth Management first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $989K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Forza Wealth Management held 9,796 shares of Walt Disney worth $943K as of Q2 2026.
  • Forza Wealth Management bought 147 Walt Disney shares in Q2 2026, an estimated $15K.
  • Walt Disney made up 0.29% of Forza Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Forza Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's Walt Disney position peaked at $989K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.