FourThought Financial Partners’s Walt Disney DIS Stock Holding History

FourThought Financial Partners’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	$346K	Buy	3,593 +28	+0.8%	+$2.85K	0.03%	251
2026 Q1	$344K	Sell	3,565 -1,296	-27%	-$137K	0.03%	234
2025 Q4	$553K	Buy	4,861 +1,449	+42%	+$160K	0.05%	199
2025 Q3	$391K	Sell	3,412 -409	-11%	-$48.2K	0.03%	224
2025 Q2	$474K	Sell	3,821 -141	-4%	-$14.7K	0.05%	188
2025 Q1	$391K	Sell	3,962 -39	-1%	-$4.19K	0.04%	209
2024 Q4	$446K	Buy	+4,001	New	+$420K	0.05%	196
2024 Q2	–	Sell	-4,332	Closed	-$530K	–	224
2024 Q1	$530K	Sell	4,332 -6	-0.1%	-$627	0.06%	196
2023 Q4	$392K	Sell	4,338 -2,401	-36%	-$212K	0.05%	218
2023 Q3	$546K	Buy	6,739 +954	+16%	+$81.5K	0.08%	175
2023 Q2	$517K	Sell	5,785 -195	-3%	-$18.5K	0.07%	186
2023 Q1	$599K	Sell	5,980 -18,412	-75%	-$1.86M	0.08%	162
2022 Q4	$2.12M	Buy	+24,392	New	+$2.33M	0.31%	82

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FourThought Financial Partners's DIS Position: Q2 2026 in Review

FourThought Financial Partners increased its Walt Disney (DIS) stake by 0.79% in Q2 2026, buying an estimated $2.85K and bringing the position to 3,593 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #251.

FourThought Financial Partners first reported a position in DIS in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.12M in Q4 2022. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

FourThought Financial Partners held 3,593 shares of Walt Disney worth $346K as of Q2 2026.
FourThought Financial Partners bought 28 Walt Disney shares in Q2 2026, an estimated $2.85K.
Walt Disney made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #251 holding.
FourThought Financial Partners first reported a position in Walt Disney in Q4 2022 and has held it in 13 quarters since.
FourThought Financial Partners's Walt Disney position peaked at $2.12M in Q4 2022.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.