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Founders Financial Securities’s Walt Disney DIS Stock Holding History

Founders Financial Securities’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 		$1.23M Sell
12,807
-98
-0.8% -$9.99K 0.06% 271
2026
Q1 		$1.29M Sell
12,905
-2,629
-17% -$278K 0.07% 244
2025
Q4 		$1.77M Sell
15,534
-975
-6% -$107K 0.1% 188
2025
Q3 		$1.89M Sell
16,509
-1,137
-6% -$134K 0.13% 160
2025
Q2 		$2.19M Sell
17,646
-1,008
-5% -$105K 0.17% 120
2025
Q1 		$1.68M Buy
18,654
+5,895
+46% +$634K 0.14% 137
2024
Q4 		$1.42M Buy
12,759
+126
+1% +$13.2K 0.13% 142
2024
Q3 		$1.22M Sell
12,633
-1,970
-13% -$181K 0.11% 162
2024
Q2 		$1.45M Buy
14,603
+1,133
+8% +$122K 0.14% 136
2024
Q1 		$1.65M Buy
13,470
+1,235
+10% +$129K 0.17% 116
2023
Q4 		$1.1M Sell
12,235
-55
-0.4% -$4.85K 0.12% 148
2023
Q3 		$996K Buy
12,290
+595
+5% +$50.8K 0.13% 137
2023
Q2 		$1.04M Buy
11,695
+490
+4% +$46.4K 0.14% 132
2023
Q1 		$1.12M Sell
11,205
-1,459
-12% -$147K 0.16% 125
2022
Q4 		$1.1M Sell
12,664
-3,806
-23% -$364K 0.17% 125
2022
Q3 		$1.55M Sell
16,470
-43
-0.3% -$4.6K 0.27% 80
2022
Q2 		$1.56M Buy
16,513
+4,534
+38% +$503K 0.3% 69
2022
Q1 		$1.64M Buy
11,979
+541
+5% +$78.2K 0.29% 73
2021
Q4 		$1.77M Buy
11,438
+5
+0% +$808 0.32% 71
2021
Q3 		$1.93M Sell
11,433
-139
-1% -$24.8K 0.39% 57
2021
Q2 		$2.03M Sell
11,572
-537
-4% -$96.6K 0.4% 52
2021
Q1 		$2.23M Buy
12,109
+2,228
+23% +$411K 0.51% 38
2020
Q4 		$1.79M Buy
9,881
+1,344
+16% +$193K 0.43% 44
2020
Q3 		$1.04M Buy
8,537
+1,283
+18% +$160K 0.33% 50
2020
Q2 		$821K Buy
7,254
+2,097
+41% +$232K 0.27% 67
2020
Q1 		$498K Buy
5,157
+492
+11% +$62.2K 0.19% 72
2019
Q4 		$675K Buy
4,665
+1,192
+34% +$166K 0.23% 66
2019
Q3 		$453K Buy
3,473
+407
+13% +$56.3K 0.14% 95
2019
Q2 		$428K Buy
3,066
+1,053
+52% +$140K 0.14% 87
2019
Q1 		$224K Buy
+2,013
New +$225K 0.07% 105

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

Founders Financial Securities's DIS Position: Q2 2026 in Review

Founders Financial Securities reduced its Walt Disney (DIS) stake by 0.76% in Q2 2026, selling an estimated $9.99K and leaving 12,807 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #271.

Founders Financial Securities first reported a position in DIS in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.23M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Founders Financial Securities held 12,807 shares of Walt Disney worth $1.23M as of Q2 2026.
  • Founders Financial Securities sold 98 Walt Disney shares in Q2 2026, an estimated $9.99K.
  • Walt Disney made up 0.06% of Founders Financial Securities's portfolio in Q2 2026, its #271 holding.
  • Founders Financial Securities first reported a position in Walt Disney in Q1 2019 and has held it in 30 quarters since.
  • Founders Financial Securities's Walt Disney position peaked at $2.23M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.