GWM
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Goldenstone Wealth Management’s Walt Disney DIS Stock Holding History

Goldenstone 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 		– Sell
-3,892
Closed -$375K – 82
2026
Q1 		$375K Hold
3,892
– – 0.27% 59
2025
Q4 		$443K Buy
+3,892
New +$429K 0.33% 46

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

Goldenstone Wealth Management's DIS Position: Q2 2026 in Review

Goldenstone Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 3,892 shares — an estimated $375K sold.

Goldenstone Wealth Management first reported a position in DIS in Q4 2025 and held it in 2 quarters. The position peaked at $443K in Q4 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Goldenstone Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Goldenstone Wealth Management sold 3,892 Walt Disney shares in Q2 2026, an estimated $375K.
  • Goldenstone Wealth Management first reported a position in Walt Disney in Q4 2025 and held it in 2 quarters.
  • Goldenstone Wealth Management's Walt Disney position peaked at $443K in Q4 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.