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HighMark Wealth Management’s Walt Disney DIS Stock Holding History

HighMark 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 		$138K Buy
1,432
+124
+9% +$12.6K 0.05% 108
2026
Q1 		$126K Buy
1,308
+1
+0.1% +$106 0.05% 98
2025
Q4 		$149K Buy
1,307
+25
+2% +$2.75K 0.06% 93
2025
Q3 		$147K Sell
1,282
-72
-5% -$8.48K 0.06% 91
2025
Q2 		$168K Sell
1,354
-92
-6% -$9.56K 0.08% 83
2025
Q1 		$143K Buy
1,446
+48
+3% +$5.16K 0.08% 73
2024
Q4 		$156K Buy
1,398
+10
+0.7% +$1.05K 0.09% 61
2024
Q3 		$133K Sell
1,388
-7
-0.5% -$644 0.07% 87
2024
Q2 		$138K Buy
1,395
+18
+1% +$1.94K 0.08% 77
2024
Q1 		$171K Buy
1,377
+19
+1% +$1.99K 0.11% 68
2023
Q4 		$123K Sell
1,358
-121
-8% -$10.7K 0.09% 85
2023
Q3 		$120K Buy
1,479
+496
+50% +$42.4K 0.1% 70
2023
Q2 		$90.1K Sell
983
-286
-23% -$27.1K 0.07% 90
2023
Q1 		$127K Buy
1,269
+47
+4% +$4.74K 0.1% 84
2022
Q4 		$106K Buy
1,222
+13
+1% +$1.24K 0.08% 74
2022
Q3 		$114K Buy
1,209
+9
+0.8% +$963 0.1% 64
2022
Q2 		$113K Buy
1,200
+7
+0.6% +$777 0.09% 65
2022
Q1 		$164K Buy
1,193
+11
+0.9% +$1.59K 0.11% 61
2021
Q4 		$183K Buy
1,182
+4
+0.3% +$646 0.12% 58
2021
Q3 		$199K Sell
1,178
-6
-0.5% -$1.07K 0.15% 49
2021
Q2 		$210K Sell
1,184
-27
-2% -$4.86K 0.15% 47
2021
Q1 		$223K Buy
1,211
+3
+0.2% +$553 0.18% 44
2020
Q4 		$219K Sell
1,208
-6
-0.5% -$861 0.19% 42
2020
Q3 		$151K Hold
1,214
– – 0.14% 51
2020
Q2 		$135K Sell
1,214
-81
-6% -$8.94K 0.15% 47
2020
Q1 		$125K Sell
1,295
-1
-0.1% -$126 0.15% 40
2019
Q4 		$187K Buy
+1,296
New +$181K 0.2% 37

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

HighMark Wealth Management's DIS Position: Q2 2026 in Review

HighMark Wealth Management increased its Walt Disney (DIS) stake by 9.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,432 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #108.

HighMark Wealth Management first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $223K in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HighMark Wealth Management held 1,432 shares of Walt Disney worth $138K as of Q2 2026.
  • HighMark Wealth Management bought 124 Walt Disney shares in Q2 2026, an estimated $12.6K.
  • Walt Disney made up 0.05% of HighMark Wealth Management's portfolio in Q2 2026, its #108 holding.
  • HighMark Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Walt Disney position peaked at $223K in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.