Johnson Financial Group LLC (Colorado)’s Walt Disney DIS Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$384K	Sell	3,990 -157	-4%	-$16K	0.02%	181
2026 Q1	$400K	Buy	4,147 +1,736	+72%	+$183K	0.03%	106
2025 Q4	$274K	Buy	+2,411	New	+$266K	0.02%	98
2025 Q3	–	Sell	-1,743	Closed	-$216K	–	92
2025 Q2	$216K	Buy	+1,743	New	+$181K	0.02%	75
2017 Q2	–	Sell	-2,314	Closed	-$262K	–	69
2017 Q1	$262K	Sell	2,314 -568	-20%	-$62.5K	0.3%	40
2016 Q4	$300K	Buy	+2,882	New	+$281K	0.24%	62

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

Johnson Financial Group LLC (Colorado)'s DIS Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Walt Disney (DIS) stake by 3.8% in Q2 2026, selling an estimated $16K and leaving 3,990 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #181.

Johnson Financial Group LLC (Colorado) first reported a position in DIS in Q4 2016 and has held it in 6 quarters since. The position peaked at $400K in Q1 2026. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 3,990 shares of Walt Disney worth $384K as of Q2 2026.
Johnson Financial Group LLC (Colorado) sold 157 Walt Disney shares in Q2 2026, an estimated $16K.
Walt Disney made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #181 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Walt Disney in Q4 2016 and has held it in 6 quarters since.
Johnson Financial Group LLC (Colorado)'s Walt Disney position peaked at $400K in Q1 2026.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.