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Global Financial Private Client’s Walt Disney DIS Stock Holding History

Global Financial Private Client’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 		$464K Sell
4,816
-529
-10% -$53.9K 0.13% 174
2026
Q1 		$515K Buy
5,345
+26
+0.5% +$2.75K 0.17% 149
2025
Q4 		$605K Sell
5,319
-782
-13% -$86.1K 0.21% 129
2025
Q3 		$699K Sell
6,101
-242
-4% -$28.5K 0.25% 113
2025
Q2 		$787K Sell
6,343
-12,099
-66% -$1.26M 0.3% 95
2025
Q1 		$1.82M Sell
18,442
-161
-0.9% -$17.3K 0.7% 28
2024
Q4 		$2.07M Buy
18,603
+1,219
+7% +$128K 0.78% 23
2024
Q3 		$1.67M Buy
17,384
+3,873
+29% +$356K 0.65% 32
2024
Q2 		$1.34M Buy
13,511
+8,003
+145% +$862K 0.56% 49
2024
Q1 		$669K Hold
5,508
– – 0.29% 97
2023
Q4 		$497K Sell
5,508
-52
-0.9% -$4.58K 0.23% 112
2023
Q3 		$454K Sell
5,560
-176
-3% -$15K 0.23% 99
2023
Q2 		$519K Sell
5,736
-27
-0.5% -$2.56K 0.26% 93
2023
Q1 		$575K Sell
5,763
-5
-0.1% -$504 0.3% 83
2022
Q4 		$501K Sell
5,768
-4,848
-46% -$464K 0.28% 86
2022
Q3 		$1.03M Sell
10,616
-168
-2% -$18K 0.59% 41
2022
Q2 		$1.04M Buy
10,784
+1,134
+12% +$126K 0.59% 39
2022
Q1 		$1.32M Buy
9,650
+402
+4% +$58.1K 0.64% 35
2021
Q4 		$1.43M Buy
9,248
+58
+0.6% +$9.37K 0.69% 34
2021
Q3 		$1.62M Buy
9,190
+793
+9% +$141K 0.83% 27
2021
Q2 		$1.49M Buy
8,397
+739
+10% +$133K 0.83% 25
2021
Q1 		$1.45M Sell
7,658
-18
-0.2% -$3.32K 1.04% 22
2020
Q4 		$1.39M Buy
7,676
+341
+5% +$48.9K 1.1% 22
2020
Q3 		$905K Sell
7,335
-312
-4% -$39K 0.79% 28
2020
Q2 		$864K Sell
7,647
-27
-0.4% -$2.98K 0.75% 28
2020
Q1 		$728K Buy
7,674
+1,237
+19% +$156K 0.77% 23
2019
Q4 		$931K Buy
+6,437
New +$898K 0.78% 26

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

Global Financial Private Client's DIS Position: Q2 2026 in Review

Global Financial Private Client reduced its Walt Disney (DIS) stake by 9.9% in Q2 2026, selling an estimated $53.9K and leaving 4,816 shares worth $464K. The position accounts for 0.13% of the portfolio, ranked #174.

Global Financial Private Client first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.07M in Q4 2024. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Global Financial Private Client held 4,816 shares of Walt Disney worth $464K as of Q2 2026.
  • Global Financial Private Client sold 529 Walt Disney shares in Q2 2026, an estimated $53.9K.
  • Walt Disney made up 0.13% of Global Financial Private Client's portfolio in Q2 2026, its #174 holding.
  • Global Financial Private Client first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Walt Disney position peaked at $2.07M in Q4 2024.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.