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Goldstone Financial Group’s Walt Disney DIS Stock Holding History

Goldstone Financial Group’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 		$781K Buy
8,116
+850
+12% +$86.7K 0.07% 145
2026
Q1 		$700K Sell
7,266
-1,375
-16% -$145K 0.08% 142
2025
Q4 		$983K Buy
8,641
+942
+12% +$104K 0.11% 112
2025
Q3 		$881K Buy
7,699
+1,134
+17% +$134K 0.1% 120
2025
Q2 		$814K Buy
6,565
+1,612
+33% +$167K 0.11% 115
2025
Q1 		$489K Buy
4,953
+1,234
+33% +$133K 0.07% 137
2024
Q4 		$414K Sell
3,719
-78
-2% -$8.19K 0.06% 140
2024
Q3 		$365K Buy
3,797
+60
+2% +$5.52K 0.06% 143
2024
Q2 		$371K Buy
3,737
+220
+6% +$23.7K 0.07% 128
2024
Q1 		$430K Buy
3,517
+129
+4% +$13.5K 0.1% 110
2023
Q4 		$306K Buy
3,388
+228
+7% +$20.1K 0.08% 122
2023
Q3 		$256K Buy
3,160
+35
+1% +$2.99K 0.08% 129
2023
Q2 		$279K Buy
3,125
+36
+1% +$3.41K 0.08% 130
2023
Q1 		$309K Buy
+3,089
New +$311K 0.1% 111

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

Goldstone Financial Group's DIS Position: Q2 2026 in Review

Goldstone Financial Group increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $86.7K and bringing the position to 8,116 shares worth $781K. The position accounts for 0.07% of the portfolio, ranked #145.

Goldstone Financial Group first reported a position in DIS in Q1 2023 and has held it in 14 quarters since. The position peaked at $983K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Goldstone Financial Group held 8,116 shares of Walt Disney worth $781K as of Q2 2026.
  • Goldstone Financial Group bought 850 Walt Disney shares in Q2 2026, an estimated $86.7K.
  • Walt Disney made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #145 holding.
  • Goldstone Financial Group first reported a position in Walt Disney in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Walt Disney position peaked at $983K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.