IWA
DIS icon

Icon Wealth Advisors’s Walt Disney DIS Stock Holding History

Icon Wealth Advisors’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 		$4.15M Buy
43,115
+14,748
+52% +$1.5M 0.25% 66
2026
Q1 		$2.87M Sell
28,367
-2,391
-8% -$253K 0.19% 83
2025
Q4 		$3.5M Buy
30,758
+6,019
+24% +$663K 0.23% 68
2025
Q3 		$2.83M Buy
24,739
+3,156
+15% +$372K 0.19% 82
2025
Q2 		$2.68M Buy
21,583
+3,096
+17% +$322K 0.19% 88
2025
Q1 		$1.82M Sell
18,487
-515
-3% -$55.3K 0.15% 110
2024
Q4 		$2.12M Buy
19,002
+56
+0.3% +$5.88K 0.17% 96
2024
Q3 		$1.82M Buy
18,946
+721
+4% +$66.3K 0.15% 97
2024
Q2 		$1.71M Buy
18,225
+2,315
+15% +$249K 0.15% 101
2024
Q1 		$1.95M Buy
15,910
+8,968
+129% +$937K 0.18% 99
2023
Q4 		$627K Buy
+6,942
New +$612K 0.07% 164
2022
Q4 		$1.01M Buy
11,678
+2
+0% +$191 0.12% 131
2022
Q3 		$1.1M Buy
+11,676
New +$1.25M 0.13% 123

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

Icon Wealth Advisors's DIS Position: Q2 2026 in Review

Icon Wealth Advisors increased its Walt Disney (DIS) stake by 52% in Q2 2026, buying an estimated $1.5M and bringing the position to 43,115 shares worth $4.15M. The position accounts for 0.25% of the portfolio, ranked #66.

Icon Wealth Advisors first reported a position in DIS in Q3 2022 and has held it in 13 quarters since. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Icon Wealth Advisors held 43,115 shares of Walt Disney worth $4.15M as of Q2 2026.
  • Icon Wealth Advisors bought 14,748 Walt Disney shares in Q2 2026, an estimated $1.5M.
  • Walt Disney made up 0.25% of Icon Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Icon Wealth Advisors first reported a position in Walt Disney in Q3 2022 and has held it in 13 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.