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HORAN Wealth’s Walt Disney DIS Stock Holding History

HORAN Wealth’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 		$222K Buy
2,311
+20
+0.9% +$2.04K 0.03% 201
2026
Q1 		$221K Sell
2,291
-44
-2% -$4.65K 0.02% 186
2025
Q4 		$266K Sell
2,335
-85
-4% -$9.36K 0.04% 149
2025
Q3 		$277K Hold
2,420
– – 0.04% 160
2025
Q2 		$300K Buy
+2,420
New +$251K 0.09% 94

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

HORAN Wealth's DIS Position: Q2 2026 in Review

HORAN Wealth increased its Walt Disney (DIS) stake by 0.87% in Q2 2026, buying an estimated $2.04K and bringing the position to 2,311 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #201.

HORAN Wealth first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $300K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HORAN Wealth held 2,311 shares of Walt Disney worth $222K as of Q2 2026.
  • HORAN Wealth bought 20 Walt Disney shares in Q2 2026, an estimated $2.04K.
  • Walt Disney made up 0.03% of HORAN Wealth's portfolio in Q2 2026, its #201 holding.
  • HORAN Wealth first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Walt Disney position peaked at $300K in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.