Kestra Investment Management’s Walt Disney DIS Stock Holding History

Kestra Investment 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	$203K	Sell	2,110 -2,511	-54%	-$256K	﹤0.01%	511
2026 Q1	$445K	Buy	+4,621	New	+$488K	0.01%	303
2025 Q4	–	Sell	-3,144	Closed	-$360K	–	444
2025 Q3	$360K	Sell	3,144 -376	-11%	-$44.3K	0.01%	327
2025 Q2	$437K	Buy	3,520 +1,275	+57%	+$132K	0.01%	302
2025 Q1	$222K	Sell	2,245 -310	-12%	-$33.3K	0.01%	367
2024 Q4	$285K	Sell	2,555 -101	-4%	-$10.6K	0.01%	309
2024 Q3	$255K	Buy	+2,656	New	+$244K	0.01%	292

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

Kestra Investment Management's DIS Position: Q2 2026 in Review

Kestra Investment Management reduced its Walt Disney (DIS) stake by 54% in Q2 2026, selling an estimated $256K and leaving 2,110 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Kestra Investment Management first reported a position in DIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $445K in Q1 2026. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Kestra Investment Management held 2,110 shares of Walt Disney worth $203K as of Q2 2026.
Kestra Investment Management sold 2,511 Walt Disney shares in Q2 2026, an estimated $256K.
Walt Disney made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #511 holding.
Kestra Investment Management first reported a position in Walt Disney in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's Walt Disney position peaked at $445K in Q1 2026.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.