Gerber Kawasaki Wealth & Investment Management’s Walt Disney DIS Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2023 Q1	–	Sell	-400	Closed	-$34.8K	–	255
2022 Q4	$34.8K	Buy	+400	New	+$38.3K	﹤0.01%	251
2021 Q3	–	Sell	-3	Closed	-$9K	–	1193
2021 Q2	$9K	Buy	+3	New	+$540	﹤0.01%	253
2020 Q2	–	Sell	-12	Closed	-$3K	–	140
2020 Q1	$3K	Sell	12 -82	-87%	-$10.4K	﹤0.01%	127
2019 Q4	$120K	Sell	94 -34	-27%	-$4.75K	0.03%	125
2019 Q3	$55K	Buy	+128	New	+$17.7K	0.02%	129
2018 Q4	–	Sell	-159	Closed	-$300K	–	117
2018 Q3	$300K	Buy	+159	New	+$17.7K	0.08%	94

Other funds holding DIS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DIS Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Walt Disney (DIS) stake by 12% in Q2 2026, selling an estimated $848K and leaving 62,025 shares worth $5.97M. The position accounts for 0.16% of the portfolio, ranked #83.

Gerber Kawasaki Wealth & Investment Management first reported a position in DIS in Q4 2015 and has held it in 43 quarters since. The position peaked at $26.8M in Q2 2021. 2,193 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 62,025 shares of Walt Disney worth $5.97M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 8,317 Walt Disney shares in Q2 2026, an estimated $848K.
Walt Disney made up 0.16% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #83 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Walt Disney in Q4 2015 and has held it in 43 quarters since.
Gerber Kawasaki Wealth & Investment Management's Walt Disney position peaked at $26.8M in Q2 2021.
2,193 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.