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Goldstein Advisors’s Walt Disney DIS Stock Holding History

Goldstein Advisors’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 		$438K Buy
4,546
+1,495
+49% +$152K 0.04% 148
2026
Q1 		$294K Sell
3,051
-9
-0.3% -$951 0.03% 156
2025
Q4 		$348K Sell
3,060
-10
-0.3% -$1.1K 0.04% 133
2025
Q3 		$352K Sell
3,070
-479
-13% -$56.4K 0.04% 126
2025
Q2 		$440K Sell
3,549
-122
-3% -$12.7K 0.06% 102
2025
Q1 		$362K Sell
3,671
-839
-19% -$90.2K 0.05% 119
2024
Q4 		$502K Sell
4,510
-837
-16% -$87.9K 0.07% 92
2024
Q3 		$514K Sell
5,347
-47
-0.9% -$4.32K 0.08% 86
2024
Q2 		$536K Sell
5,394
-1,638
-23% -$176K 0.09% 78
2024
Q1 		$860K Sell
7,032
-326
-4% -$34.1K 0.15% 55
2023
Q4 		$664K Sell
7,358
-80
-1% -$7.05K 0.11% 89
2023
Q3 		$603K Sell
7,438
-333
-4% -$28.4K 0.13% 64
2023
Q2 		$694K Buy
7,771
+106
+1% +$10K 0.15% 59
2023
Q1 		$768K Buy
7,665
+244
+3% +$24.6K 0.17% 57
2022
Q4 		$645K Buy
+7,421
New +$710K 0.16% 62

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

Goldstein Advisors's DIS Position: Q2 2026 in Review

Goldstein Advisors increased its Walt Disney (DIS) stake by 49% in Q2 2026, buying an estimated $152K and bringing the position to 4,546 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #148.

Goldstein Advisors first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $860K in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Goldstein Advisors held 4,546 shares of Walt Disney worth $438K as of Q2 2026.
  • Goldstein Advisors bought 1,495 Walt Disney shares in Q2 2026, an estimated $152K.
  • Walt Disney made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #148 holding.
  • Goldstein Advisors first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's Walt Disney position peaked at $860K in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.