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Grantvest Financial Group’s Walt Disney DIS Stock Holding History

Grantvest 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 		$390K Sell
4,048
-405
-9% -$41.3K 0.23% 110
2026
Q1 		$429K Sell
4,453
-128
-3% -$13.5K 0.28% 92
2025
Q4 		$521K Sell
4,581
-155
-3% -$17.1K 0.33% 73
2025
Q3 		$542K Sell
4,736
-248
-5% -$29.2K 0.37% 67
2025
Q2 		$618K Sell
4,984
-332
-6% -$34.5K 0.46% 53
2025
Q1 		$525K Buy
5,316
+1,339
+34% +$144K 0.43% 52
2024
Q4 		$443K Buy
+3,977
New +$418K 0.49% 60

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 $3.38T AUM 44.17% 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

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

Grantvest Financial Group reduced its Walt Disney (DIS) stake by 9.1% in Q2 2026, selling an estimated $41.3K and leaving 4,048 shares worth $390K. The position accounts for 0.23% of the portfolio, ranked #110.

Grantvest Financial Group first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $618K in Q2 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Grantvest Financial Group held 4,048 shares of Walt Disney worth $390K as of Q2 2026.
  • Grantvest Financial Group sold 405 Walt Disney shares in Q2 2026, an estimated $41.3K.
  • Walt Disney made up 0.23% of Grantvest Financial Group's portfolio in Q2 2026, its #110 holding.
  • Grantvest Financial Group first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's Walt Disney position peaked at $618K in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.