Global Wealth Strategies & Associates’s Walt Disney DIS Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-442	Closed	-$42.6K	–	184
2026 Q1	$42.6K	Buy	442 +437	+8,740%	+$46.2K	0.01%	183
2025 Q4	$589	Hold	5	–	–	﹤0.01%	488
2025 Q3	$593	Buy	+5	New	+$589	﹤0.01%	442
2025 Q2	–	Sell	-96	Closed	-$9.97K	–	376
2025 Q1	$9.49K	Buy	+96	New	+$10.3K	﹤0.01%	268
2024 Q4	–	Sell	-25	Closed	-$2.63K	–	406
2024 Q3	$2.4K	Hold	25	–	–	﹤0.01%	288
2024 Q2	$2.48K	Hold	25	–	–	﹤0.01%	258
2024 Q1	$3.06K	Sell	25 -10	-29%	-$1.04K	﹤0.01%	257
2023 Q4	$3.16K	Hold	35	–	–	﹤0.01%	231
2023 Q3	$2.84K	Buy	35 +10	+40%	+$854	﹤0.01%	239
2023 Q2	$2.23K	Sell	25 -21	-46%	-$1.99K	﹤0.01%	250
2023 Q1	$4.61K	Sell	46 -9	-16%	-$907	﹤0.01%	213
2022 Q4	$4.78K	Buy	+55	New	+$5.26K	﹤0.01%	211

Other funds holding DIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Global Wealth Strategies & Associates's DIS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 442 shares — an estimated $42.6K sold.

Global Wealth Strategies & Associates first reported a position in DIS in Q4 2022 and held it in 12 quarters. The position peaked at $42.6K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 442 Walt Disney shares in Q2 2026, an estimated $42.6K.
Global Wealth Strategies & Associates first reported a position in Walt Disney in Q4 2022 and held it in 12 quarters.
Global Wealth Strategies & Associates's Walt Disney position peaked at $42.6K in Q1 2026.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.