GWAG
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Garrett Wealth Advisory Group’s Walt Disney DIS Stock Holding History

Garrett Wealth Advisory Group’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 		$641K Sell
6,660
-291
-4% -$29.7K 0.1% 74
2026
Q1 		$670K Buy
6,951
+721
+12% +$76.2K 0.12% 64
2025
Q4 		$709K Sell
6,230
-205
-3% -$22.6K 0.13% 53
2025
Q3 		$737K Hold
6,435
– – 0.14% 50
2025
Q2 		$798K Buy
6,435
+155
+2% +$16.1K 0.17% 40
2025
Q1 		$620K Buy
6,280
+160
+3% +$17.2K 0.14% 47
2024
Q4 		$681K Buy
6,120
+264
+5% +$27.7K 0.16% 41
2024
Q3 		$563K Buy
5,856
+2,786
+91% +$256K 0.14% 51
2024
Q2 		$305K Buy
+3,070
New +$330K 0.11% 67
2019
Q4 		– Sell
-275
Closed -$35.8K – 197
2019
Q3 		$35.8K Buy
+275
New +$38K 0.03% 153

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

Garrett Wealth Advisory Group's DIS Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Walt Disney (DIS) stake by 4.2% in Q2 2026, selling an estimated $29.7K and leaving 6,660 shares worth $641K. The position accounts for 0.1% of the portfolio, ranked #74.

Garrett Wealth Advisory Group first reported a position in DIS in Q3 2019 and has held it in 10 quarters since. The position peaked at $798K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Garrett Wealth Advisory Group held 6,660 shares of Walt Disney worth $641K as of Q2 2026.
  • Garrett Wealth Advisory Group sold 291 Walt Disney shares in Q2 2026, an estimated $29.7K.
  • Walt Disney made up 0.1% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Garrett Wealth Advisory Group first reported a position in Walt Disney in Q3 2019 and has held it in 10 quarters since.
  • Garrett Wealth Advisory Group's Walt Disney position peaked at $798K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.