GS
DIS icon

GWN Securities’s Walt Disney DIS Stock Holding History

GWN Securities’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 		$586K Buy
6,093
+373
+7% +$38K 0.1% 263
2026
Q1 		$551K Buy
5,720
+386
+7% +$40.8K 0.11% 235
2025
Q4 		$607K Buy
5,334
+339
+7% +$37.3K 0.12% 193
2025
Q3 		$573K Buy
4,995
+725
+17% +$85.4K 0.13% 173
2025
Q2 		$536K Sell
4,270
-76,450
-95% -$7.94M 0.1% 197
2025
Q1 		$9.05M Buy
80,720
+73,575
+1,030% +$7.91M 0.51% 42
2024
Q4 		$801K Buy
+7,145
New +$751K 0.21% 108

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

GWN Securities's DIS Position: Q2 2026 in Review

GWN Securities increased its Walt Disney (DIS) stake by 6.5% in Q2 2026, buying an estimated $38K and bringing the position to 6,093 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #263.

GWN Securities first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.05M in Q1 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • GWN Securities held 6,093 shares of Walt Disney worth $586K as of Q2 2026.
  • GWN Securities bought 373 Walt Disney shares in Q2 2026, an estimated $38K.
  • Walt Disney made up 0.1% of GWN Securities's portfolio in Q2 2026, its #263 holding.
  • GWN Securities first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Walt Disney position peaked at $9.05M in Q1 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.