GWMR
DIS icon

GC Wealth Management RIA’s Walt Disney DIS Stock Holding History

GC Wealth Management RIA’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 		$2.2M Sell
22,869
-2,062
-8% -$210K 0.13% 142
2026
Q1 		$2.4M Sell
24,931
-546
-2% -$57.7K 0.1% 145
2025
Q4 		$2.9M Sell
25,477
-17,367
-41% -$1.91M 0.11% 129
2025
Q3 		$4.91M Buy
42,844
+25,361
+145% +$2.99M 0.16% 111
2025
Q2 		$2.17M Buy
17,483
+14,150
+425% +$1.47M 0.18% 128
2025
Q1 		$329K Buy
3,333
+395
+13% +$42.5K 0.06% 236
2024
Q4 		$327K Buy
2,938
+214
+8% +$22.5K 0.06% 228
2024
Q3 		$262K Sell
2,724
-210
-7% -$19.3K 0.05% 263
2024
Q2 		$291K Buy
2,934
+86
+3% +$9.26K 0.06% 229
2024
Q1 		$348K Buy
+2,848
New +$297K 0.07% 203

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

GC Wealth Management RIA's DIS Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Walt Disney (DIS) stake by 8.3% in Q2 2026, selling an estimated $210K and leaving 22,869 shares worth $2.2M. The position accounts for 0.13% of the portfolio, ranked #142.

GC Wealth Management RIA first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.91M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • GC Wealth Management RIA held 22,869 shares of Walt Disney worth $2.2M as of Q2 2026.
  • GC Wealth Management RIA sold 2,062 Walt Disney shares in Q2 2026, an estimated $210K.
  • Walt Disney made up 0.13% of GC Wealth Management RIA's portfolio in Q2 2026, its #142 holding.
  • GC Wealth Management RIA first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • GC Wealth Management RIA's Walt Disney position peaked at $4.91M in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.