FDW
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Fourth Dimension Wealth’s Walt Disney DIS Stock Holding History

Fourth Dimension Wealth’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 		$112K Buy
1,161
+44
+4% +$4.49K 0.04% 193
2026
Q1 		$108K Sell
1,117
-39
-3% -$4.12K 0.04% 171
2025
Q4 		$132K Hold
1,156
– – 0.05% 161
2025
Q3 		$132K Sell
1,156
-35
-3% -$4.12K 0.05% 154
2025
Q2 		$148K Sell
1,191
-175
-13% -$18.2K 0.06% 150
2025
Q1 		$135K Buy
1,366
+234
+21% +$25.1K 0.07% 131
2024
Q4 		$148K Buy
+1,132
New +$119K 0.08% 123

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

Fourth Dimension Wealth's DIS Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Walt Disney (DIS) stake by 3.9% in Q2 2026, buying an estimated $4.49K and bringing the position to 1,161 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #193.

Fourth Dimension Wealth first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $148K in Q4 2024. 2,934 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Fourth Dimension Wealth held 1,161 shares of Walt Disney worth $112K as of Q2 2026.
  • Fourth Dimension Wealth bought 44 Walt Disney shares in Q2 2026, an estimated $4.49K.
  • Walt Disney made up 0.04% of Fourth Dimension Wealth's portfolio in Q2 2026, its #193 holding.
  • Fourth Dimension Wealth first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Walt Disney position peaked at $148K in Q4 2024.
  • 2,934 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.