GM
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GeoWealth Management’s Walt Disney DIS Stock Holding History

GeoWealth Management’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 		$1.37M Buy
14,197
+240
+2% +$24.5K 0.04% 254
2026
Q1 		$1.35M Buy
13,957
+520
+4% +$55K 0.05% 224
2025
Q4 		$1.53M Sell
13,437
-1,738
-11% -$191K 0.06% 197
2025
Q3 		$1.74M Buy
15,175
+8,090
+114% +$953K 0.06% 192
2025
Q2 		$879K Buy
7,085
+198
+3% +$20.6K 0.03% 290
2025
Q1 		$680K Sell
6,887
-4,367
-39% -$469K 0.03% 368
2024
Q4 		$1.25M Buy
11,254
+4,047
+56% +$425K 0.04% 256
2024
Q3 		$693K Sell
7,207
-701
-9% -$64.5K 0.02% 394
2024
Q2 		$785K Buy
7,908
+2,370
+43% +$255K 0.03% 319
2024
Q1 		$678K Buy
5,538
+2,248
+68% +$235K 0.03% 371
2023
Q4 		$295K Buy
3,290
+3,039
+1,211% +$268K 0.02% 415
2023
Q3 		$20K Sell
251
-83
-25% -$7.09K ﹤0.01% 433
2023
Q2 		$30K Buy
334
+193
+137% +$18.3K ﹤0.01% 349
2023
Q1 		$15K Buy
141
+50
+55% +$5.04K ﹤0.01% 333
2022
Q4 		$8K Sell
91
-62
-41% -$5.93K ﹤0.01% 341
2022
Q3 		$14K Sell
153
-13
-8% -$1.39K ﹤0.01% 324
2022
Q2 		$15K Sell
166
-18
-10% -$2K ﹤0.01% 316
2022
Q1 		$25K Sell
184
-72
-28% -$10.4K ﹤0.01% 361
2021
Q4 		$39K Buy
256
+105
+70% +$17K ﹤0.01% 323
2021
Q3 		$25K Buy
+151
New +$26.9K ﹤0.01% 353
2019
Q4 		– Sell
-2,543
Closed -$331K – 124
2019
Q3 		$331K Buy
+2,543
New +$352K 0.07% 137

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

GeoWealth Management's DIS Position: Q2 2026 in Review

GeoWealth Management increased its Walt Disney (DIS) stake by 1.7% in Q2 2026, buying an estimated $24.5K and bringing the position to 14,197 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #254.

GeoWealth Management first reported a position in DIS in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.74M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • GeoWealth Management held 14,197 shares of Walt Disney worth $1.37M as of Q2 2026.
  • GeoWealth Management bought 240 Walt Disney shares in Q2 2026, an estimated $24.5K.
  • Walt Disney made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #254 holding.
  • GeoWealth Management first reported a position in Walt Disney in Q3 2019 and has held it in 21 quarters since.
  • GeoWealth Management's Walt Disney position peaked at $1.74M in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.