Kingsview Wealth Management’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-500
Closed -$1K 497
2018
Q4
$1K Hold
500
﹤0.01% 368
2018
Q3
$1K Hold
500
﹤0.01% 388
2018
Q2
$1K Hold
500
﹤0.01% 363
2018
Q1
$1K Sell
500
-1,500
-75% -$159K ﹤0.01% 347
2017
Q4
$9K Buy
2,000
+1,400
+233% +$144K ﹤0.01% 325
2017
Q3
$1K Buy
600
+100
+20% +$10.3K ﹤0.01% 339
2017
Q2
$1K Buy
+500
New +$54.8K ﹤0.01% 331

Other funds holding DIS

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

Kingsview Wealth Management reduced its Walt Disney (DIS) stake by 13% in Q2 2026, selling an estimated $540K and leaving 35,032 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #434.

Kingsview Wealth Management first reported a position in DIS in Q1 2017 and has held it in 38 quarters since. The position peaked at $16.6M in Q3 2023. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Kingsview Wealth Management held 35,032 shares of Walt Disney worth $3.37M as of Q2 2026.
  • Kingsview Wealth Management sold 5,301 Walt Disney shares in Q2 2026, an estimated $540K.
  • Walt Disney made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Kingsview Wealth Management first reported a position in Walt Disney in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Walt Disney position peaked at $16.6M in Q3 2023.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.