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Horizon Family Wealth’s Walt Disney DIS Stock Holding History

Horizon Family 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 		$1.65M Sell
17,143
-790
-4% -$80.5K 0.75% 34
2026
Q1 		$1.73M Buy
17,933
+621
+4% +$65.6K 0.91% 30
2025
Q4 		$1.97M Sell
17,312
-167
-1% -$18.4K 1.05% 27
2025
Q3 		$2M Buy
17,479
+75
+0.4% +$8.83K 1.15% 22
2025
Q2 		$2.16M Buy
17,404
+2
+0% +$208 1.32% 20
2025
Q1 		$1.72M Buy
17,402
+680
+4% +$73.1K 1.15% 18
2024
Q4 		$1.86M Buy
16,722
+12,838
+331% +$1.35M 1.24% 17
2024
Q3 		$374K Buy
3,884
+96
+3% +$8.83K 0.27% 50
2024
Q2 		$376K Hold
3,788
– – 0.29% 47
2024
Q1 		$463K Buy
3,788
+73
+2% +$7.63K 0.36% 38
2023
Q4 		$335K Buy
3,715
+81
+2% +$7.14K 0.28% 46
2023
Q3 		$295K Buy
3,634
+369
+11% +$31.5K 0.29% 46
2023
Q2 		$291K Buy
3,265
+226
+7% +$21.4K 0.28% 46
2023
Q1 		$304K Buy
+3,039
New +$306K 0.32% 43
2022
Q4 		– Sell
-2,409
Closed -$227K – 57
2022
Q3 		$227K Buy
2,409
+94
+4% +$10.1K 0.28% 48
2022
Q2 		$218K Sell
2,315
-28
-1% -$3.11K 0.25% 51
2022
Q1 		$321K Buy
+2,343
New +$339K 0.32% 44

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

Horizon Family Wealth's DIS Position: Q2 2026 in Review

Horizon Family Wealth reduced its Walt Disney (DIS) stake by 4.4% in Q2 2026, selling an estimated $80.5K and leaving 17,143 shares worth $1.65M. The position accounts for 0.75% of the portfolio, ranked #34.

Horizon Family Wealth first reported a position in DIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.16M in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Horizon Family Wealth held 17,143 shares of Walt Disney worth $1.65M as of Q2 2026.
  • Horizon Family Wealth sold 790 Walt Disney shares in Q2 2026, an estimated $80.5K.
  • Walt Disney made up 0.75% of Horizon Family Wealth's portfolio in Q2 2026, its #34 holding.
  • Horizon Family Wealth first reported a position in Walt Disney in Q1 2022 and has held it in 17 quarters since.
  • Horizon Family Wealth's Walt Disney position peaked at $2.16M in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.