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Keystone Wealth Services’s Walt Disney DIS Stock Holding History

Keystone 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 		$665K Sell
6,907
-46
-0.7% -$4.69K 0.12% 170
2026
Q1 		$670K Sell
6,953
-916
-12% -$96.8K 0.14% 158
2025
Q4 		$895K Buy
7,869
+100
+1% +$11K 0.19% 100
2025
Q3 		$890K Buy
7,769
+76
+1% +$8.95K 0.19% 122
2025
Q2 		$954K Buy
7,693
+3
+0% +$312 0.23% 105
2025
Q1 		$759K Buy
7,690
+51
+0.7% +$5.48K 0.21% 113
2024
Q4 		$851K Buy
7,639
+48
+0.6% +$5.04K 0.23% 104
2024
Q3 		$730K Sell
7,591
-7
-0.1% -$644 0.2% 108
2024
Q2 		$754K Sell
7,598
-2
-0% -$215 0.23% 100
2024
Q1 		$930K Sell
7,600
-145
-2% -$15.1K 0.3% 84
2023
Q4 		$699K Sell
7,745
-310
-4% -$27.3K 0.24% 95
2023
Q3 		$653K Buy
8,055
+103
+1% +$8.8K 0.25% 91
2023
Q2 		$710K Buy
7,952
+72
+0.9% +$6.82K 0.27% 85
2023
Q1 		$789K Sell
7,880
-469
-6% -$47.3K 0.32% 77
2022
Q4 		$725K Sell
8,349
-293
-3% -$28K 0.32% 71
2022
Q3 		$815K Sell
8,642
-102
-1% -$10.9K 0.38% 56
2022
Q2 		$825K Buy
8,744
+73
+0.8% +$8.1K 0.37% 60
2022
Q1 		$1.19M Sell
8,671
-200
-2% -$28.9K 0.47% 54
2021
Q4 		$1.37M Buy
+8,871
New +$1.43M 0.56% 44

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

Keystone Wealth Services's DIS Position: Q2 2026 in Review

Keystone Wealth Services reduced its Walt Disney (DIS) stake by 0.66% in Q2 2026, selling an estimated $4.69K and leaving 6,907 shares worth $665K. The position accounts for 0.12% of the portfolio, ranked #170.

Keystone Wealth Services first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Keystone Wealth Services held 6,907 shares of Walt Disney worth $665K as of Q2 2026.
  • Keystone Wealth Services sold 46 Walt Disney shares in Q2 2026, an estimated $4.69K.
  • Walt Disney made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #170 holding.
  • Keystone Wealth Services first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Walt Disney position peaked at $1.37M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.