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Guardian Wealth Advisors (North Carolina)’s Walt Disney DIS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$474K Sell
4,924
-143
-3% -$14.6K 0.03% 249
2026
Q1 		$488K Sell
5,067
-92
-2% -$9.72K 0.03% 217
2025
Q4 		$587K Sell
5,159
-8,512
-62% -$937K 0.04% 198
2025
Q3 		$1.57M Sell
13,671
-325
-2% -$38.3K 0.1% 114
2025
Q2 		$1.74M Buy
13,996
+7,255
+108% +$754K 0.12% 98
2025
Q1 		$665K Sell
6,741
-40
-0.6% -$4.3K 0.05% 160
2024
Q4 		$755K Buy
6,781
+1,052
+18% +$111K 0.06% 154
2024
Q3 		$551K Buy
5,729
+120
+2% +$11K 0.06% 155
2024
Q2 		$557K Sell
5,609
-136
-2% -$14.6K 0.07% 140
2024
Q1 		$703K Buy
5,745
+243
+4% +$25.4K 0.09% 125
2023
Q4 		$497K Buy
5,502
+408
+8% +$36K 0.08% 136
2023
Q3 		$413K Sell
5,094
-577
-10% -$49.3K 0.07% 142
2023
Q2 		$506K Buy
5,671
+820
+17% +$77.7K 0.09% 123
2023
Q1 		$486K Buy
4,851
+1,209
+33% +$122K 0.09% 123
2022
Q4 		$316K Sell
3,642
-35
-1% -$3.35K 0.06% 146
2022
Q3 		$347K Buy
3,677
+802
+28% +$85.8K 0.06% 133
2022
Q2 		$271K Buy
+2,875
New +$319K 0.05% 156

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

Guardian Wealth Advisors (North Carolina)'s DIS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Walt Disney (DIS) stake by 2.8% in Q2 2026, selling an estimated $14.6K and leaving 4,924 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #249.

Guardian Wealth Advisors (North Carolina) first reported a position in DIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.74M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,924 shares of Walt Disney worth $474K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 143 Walt Disney shares in Q2 2026, an estimated $14.6K.
  • Walt Disney made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #249 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Walt Disney in Q2 2022 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Walt Disney position peaked at $1.74M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.