GSWM
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Golden State Wealth Management’s Walt Disney DIS Stock Holding History

Golden State Wealth 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 		$548K Sell
5,691
-651
-10% -$66.4K 0.05% 268
2026
Q1 		$611K Sell
6,342
-1,053
-14% -$111K 0.07% 218
2025
Q4 		$841K Sell
7,395
-351
-5% -$38.7K 0.09% 178
2025
Q3 		$887K Sell
7,746
-111
-1% -$13.1K 0.1% 160
2025
Q2 		$974K Buy
7,857
+637
+9% +$66.2K 0.12% 144
2025
Q1 		$713K Buy
7,220
+1,188
+20% +$128K 0.11% 158
2024
Q4 		$672K Buy
+6,032
New +$634K 0.1% 163
2022
Q1 		$1.69M Sell
12,283
-1,152
-9% -$167K 0.33% 59
2021
Q4 		$2.08M Buy
13,435
+2,453
+22% +$396K 0.36% 51
2021
Q3 		$1.86M Sell
10,982
-75
-0.7% -$13.4K 0.4% 45
2021
Q2 		$1.94M Buy
11,057
+4,123
+59% +$742K 0.43% 49
2021
Q1 		$1.28M Sell
6,934
-2,963
-30% -$546K 0.42% 45
2020
Q4 		$1.79M Buy
9,897
+2,351
+31% +$337K 0.52% 38
2020
Q3 		$936K Sell
7,546
-5,773
-43% -$722K 0.31% 55
2020
Q2 		$1.49M Buy
13,319
+6,756
+103% +$746K 0.38% 50
2020
Q1 		$634K Buy
+6,563
New +$830K 0.28% 59
2019
Q4 		– Sell
-5,387
Closed -$702K – 250
2019
Q3 		$702K Buy
5,387
+194
+4% +$26.8K 0.23% 82
2019
Q2 		$725K Buy
5,193
+215
+4% +$28.5K 0.23% 89
2019
Q1 		$553K Buy
+4,978
New +$556K 0.18% 108

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

Golden State Wealth Management's DIS Position: Q2 2026 in Review

Golden State Wealth Management reduced its Walt Disney (DIS) stake by 10% in Q2 2026, selling an estimated $66.4K and leaving 5,691 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #268.

Golden State Wealth Management first reported a position in DIS in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.08M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Golden State Wealth Management held 5,691 shares of Walt Disney worth $548K as of Q2 2026.
  • Golden State Wealth Management sold 651 Walt Disney shares in Q2 2026, an estimated $66.4K.
  • Walt Disney made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Golden State Wealth Management first reported a position in Walt Disney in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Walt Disney position peaked at $2.08M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.