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Keebeck Wealth Management’s Walt Disney DIS Stock Holding History

Keebeck Wealth Management’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 		$410K Buy
4,227
+1,461
+53% +$149K 0.04% 300
2026
Q1 		$267K Buy
2,766
+179
+7% +$18.9K 0.03% 345
2025
Q4 		$296K Sell
2,587
-221
-8% -$24.3K 0.03% 291
2025
Q3 		$322K Buy
2,808
+102
+4% +$12K 0.04% 287
2025
Q2 		$337K Buy
2,706
+398
+17% +$41.4K 0.04% 267
2025
Q1 		$228K Sell
2,308
-162
-7% -$17.4K 0.03% 251
2024
Q4 		$276K Buy
2,470
+218
+10% +$22.9K 0.04% 224
2024
Q3 		$217K Buy
2,252
+10
+0.4% +$920 0.03% 240
2024
Q2 		$223K Hold
2,242
– – 0.03% 242
2024
Q1 		$274K Buy
2,242
+20
+0.9% +$2.09K 0.04% 246
2023
Q4 		$201K Buy
+2,222
New +$196K 0.03% 257
2023
Q3 		– Sell
-2,622
Closed -$234K – 257
2023
Q2 		$234K Sell
2,622
-27
-1% -$2.56K 0.03% 243
2023
Q1 		$265K Sell
2,649
-187
-7% -$18.9K 0.04% 218
2022
Q4 		$246K Sell
2,836
-2,341
-45% -$224K 0.04% 214
2022
Q3 		$488K Sell
5,177
-200
-4% -$21.4K 0.09% 151
2022
Q2 		$508K Sell
5,377
-565
-10% -$62.7K 0.1% 152
2022
Q1 		$815K Buy
5,942
+67
+1% +$9.69K 0.14% 126
2021
Q4 		$910K Sell
5,875
-189
-3% -$30.5K 0.16% 114
2021
Q3 		$1.03M Sell
6,064
-59
-1% -$10.5K 0.2% 102
2021
Q2 		$1.08M Hold
6,123
– – 0.16% 117
2021
Q1 		$1.13M Sell
6,123
-213
-3% -$39.3K 0.18% 101
2020
Q4 		$1.15M Sell
6,336
-2,430
-28% -$349K 0.2% 82
2020
Q3 		$1.09M Buy
8,766
+347
+4% +$43.4K 0.22% 73
2020
Q2 		$938K Sell
8,419
-3,607
-30% -$398K 0.3% 68
2020
Q1 		$1.16M Sell
12,026
-984
-8% -$124K 0.48% 48
2019
Q4 		$1.89M Buy
+13,010
New +$1.82M 0.6% 41

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

Keebeck Wealth Management's DIS Position: Q2 2026 in Review

Keebeck Wealth Management increased its Walt Disney (DIS) stake by 53% in Q2 2026, buying an estimated $149K and bringing the position to 4,227 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #300.

Keebeck Wealth Management first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.89M in Q4 2019. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Keebeck Wealth Management held 4,227 shares of Walt Disney worth $410K as of Q2 2026.
  • Keebeck Wealth Management bought 1,461 Walt Disney shares in Q2 2026, an estimated $149K.
  • Walt Disney made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Keebeck Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Walt Disney position peaked at $1.89M in Q4 2019.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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