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High Point Wealth Management’s Walt Disney DIS Stock Holding History

High Point Wealth Management’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 		$2K Hold
21
– – ﹤0.01% 242
2026
Q1 		$2K Hold
21
– – ﹤0.01% 243
2025
Q4 		$2.35K Buy
+21
New +$2.31K ﹤0.01% 233

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

High Point Wealth Management's DIS Position: Q2 2026 in Review

High Point Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

High Point Wealth Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q4 2025. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • High Point Wealth Management held 21 shares of Walt Disney worth $2K as of Q2 2026.
  • High Point Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up ﹤0.01% of High Point Wealth Management's portfolio in Q2 2026, its #242 holding.
  • High Point Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Walt Disney position peaked at $2.35K in Q4 2025.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.