Intentional Wealth Strategies’s Walt Disney DIS Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-65	Closed	-$6.28K	–	294
2026 Q1	$6.28K	Buy	+65	New	+$6.87K	0.01%	445

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intentional Wealth Strategies's DIS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 65 shares — an estimated $6.28K sold.

Intentional Wealth Strategies first reported a position in DIS in Q1 2026 and held it in 1 quarter. The position peaked at $6.28K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Intentional Wealth Strategies reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 65 Walt Disney shares in Q2 2026, an estimated $6.28K.
Intentional Wealth Strategies first reported a position in Walt Disney in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Walt Disney position peaked at $6.28K in Q1 2026.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.