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Kestra Private Wealth Services’s Walt Disney DIS Stock Holding History

Kestra Private Wealth Services’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 		$9.28M Buy
96,456
+5,394
+6% +$550K 0.1% 218
2026
Q1 		$8.78M Buy
91,062
+15,699
+21% +$1.66M 0.11% 216
2025
Q4 		$8.57M Sell
75,363
-2,394
-3% -$264K 0.11% 209
2025
Q3 		$8.9M Buy
77,757
+571
+0.7% +$67.3K 0.12% 202
2025
Q2 		$9.57M Sell
77,186
-2,133
-3% -$222K 0.14% 178
2025
Q1 		$7.83M Sell
79,319
-1,984
-2% -$213K 0.13% 178
2024
Q4 		$9.05M Buy
81,303
+11,448
+16% +$1.2M 0.15% 153
2024
Q3 		$6.72M Sell
69,855
-26,474
-27% -$2.44M 0.12% 183
2024
Q2 		$9.56M Sell
96,329
-10,310
-10% -$1.11M 0.19% 121
2024
Q1 		$13M Sell
106,639
-1,911
-2% -$200K 0.29% 78
2023
Q4 		$9.8M Buy
108,550
+6,986
+7% +$616K 0.25% 97
2023
Q3 		$8.23M Buy
101,564
+8,553
+9% +$730K 0.26% 95
2023
Q2 		$8.3M Buy
93,011
+3,875
+4% +$367K 0.28% 87
2023
Q1 		$8.93M Buy
89,136
+1,995
+2% +$201K 0.36% 72
2022
Q4 		$7.57M Buy
87,141
+5,508
+7% +$527K 0.38% 68
2022
Q3 		$7.7M Buy
81,633
+3,224
+4% +$345K 0.45% 46
2022
Q2 		$7.4M Sell
78,409
-5,488
-7% -$609K 0.42% 51
2022
Q1 		$11.5M Sell
83,897
-2,760
-3% -$399K 0.57% 29
2021
Q4 		$13.4M Buy
86,657
+4,887
+6% +$789K 0.64% 24
2021
Q3 		$13.8M Buy
81,770
+5,820
+8% +$1.04M 0.77% 14
2021
Q2 		$13.3M Buy
75,950
+12,091
+19% +$2.17M 0.81% 13
2021
Q1 		$11.8M Sell
63,859
-3,140
-5% -$579K 0.82% 14
2020
Q4 		$12.1M Buy
66,999
+1,459
+2% +$209K 0.89% 11
2020
Q3 		$8.08M Buy
+65,540
New +$8.19M 0.7% 23

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

Kestra Private Wealth Services's DIS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Walt Disney (DIS) stake by 5.9% in Q2 2026, buying an estimated $550K and bringing the position to 96,456 shares worth $9.28M. The position accounts for 0.1% of the portfolio, ranked #218.

Kestra Private Wealth Services first reported a position in DIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.8M in Q3 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Kestra Private Wealth Services held 96,456 shares of Walt Disney worth $9.28M as of Q2 2026.
  • Kestra Private Wealth Services bought 5,394 Walt Disney shares in Q2 2026, an estimated $550K.
  • Walt Disney made up 0.1% of Kestra Private Wealth Services's portfolio in Q2 2026, its #218 holding.
  • Kestra Private Wealth Services first reported a position in Walt Disney in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Walt Disney position peaked at $13.8M in Q3 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.