HWP
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Highline Wealth Partners’s Walt Disney DIS Stock Holding History

Highline Wealth Partners’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 		$63.9K Buy
664
+35
+6% +$3.57K 0.01% 206
2026
Q1 		$60.7K Buy
629
+29
+5% +$3.06K 0.02% 155
2025
Q4 		$68.2K Sell
600
-9,411
-94% -$1.04M 0.02% 119
2025
Q3 		$1.15M Buy
10,011
+42
+0.4% +$4.95K 0.31% 52
2025
Q2 		$1.24M Sell
9,969
-34
-0.3% -$3.53K 0.37% 50
2025
Q1 		$987K Buy
10,003
+243
+2% +$26.1K 0.33% 54
2024
Q4 		$1.09M Sell
9,760
-114
-1% -$12K 0.35% 50
2024
Q3 		$950K Buy
9,874
+35
+0.4% +$3.22K 0.32% 55
2024
Q2 		$977K Sell
9,839
-96
-1% -$10.3K 0.37% 55
2024
Q1 		$1.22M Buy
9,935
+134
+1% +$14K 0.5% 47
2023
Q4 		$885K Buy
9,801
+89
+0.9% +$7.85K 0.43% 56
2023
Q3 		$787K Hold
9,712
– – 0.49% 48
2023
Q2 		$867K Buy
9,712
+12
+0.1% +$1.14K 0.55% 49
2023
Q1 		$971K Buy
9,700
+350
+4% +$35.3K 0.66% 42
2022
Q4 		$812K Sell
9,350
-11
-0.1% -$1.05K 0.6% 50
2022
Q3 		$883K Buy
+9,361
New +$1M 0.72% 36

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

Highline Wealth Partners's DIS Position: Q2 2026 in Review

Highline Wealth Partners increased its Walt Disney (DIS) stake by 5.6% in Q2 2026, buying an estimated $3.57K and bringing the position to 664 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #206.

Highline Wealth Partners first reported a position in DIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Highline Wealth Partners held 664 shares of Walt Disney worth $63.9K as of Q2 2026.
  • Highline Wealth Partners bought 35 Walt Disney shares in Q2 2026, an estimated $3.57K.
  • Walt Disney made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Highline Wealth Partners first reported a position in Walt Disney in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Walt Disney position peaked at $1.24M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.