KWA
DIS icon

Kingswood Wealth Advisors’s Walt Disney DIS Stock Holding History

Kingswood Wealth Advisors’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 		$1.54M Sell
16,048
-666
-4% -$67.9K 0.06% 305
2026
Q1 		$1.61M Sell
16,714
-134
-0.8% -$14.2K 0.08% 270
2025
Q4 		$1.92M Buy
16,848
+4,217
+33% +$464K 0.09% 221
2025
Q3 		$1.45M Buy
12,631
+1,021
+9% +$120K 0.09% 235
2025
Q2 		$1.44M Sell
11,610
-1,372
-11% -$143K 0.11% 192
2025
Q1 		$1.28M Sell
12,982
-2,075
-14% -$223K 0.12% 206
2024
Q4 		$1.68M Sell
15,057
-5,676
-27% -$596K 0.13% 172
2024
Q3 		$1.99M Buy
20,733
+3,395
+20% +$312K 0.14% 166
2024
Q2 		$1.72M Buy
17,338
+2,077
+14% +$224K 0.16% 132
2024
Q1 		$1.87M Sell
15,261
-1,844
-11% -$193K 0.22% 117
2023
Q4 		$1.54M Buy
17,105
+12,291
+255% +$1.08M 0.18% 134
2023
Q3 		$861K Sell
4,814
-2,060
-30% -$176K 0.15% 163
2023
Q2 		$614K Buy
+6,874
New +$651K 0.2% 114

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

Kingswood Wealth Advisors's DIS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Walt Disney (DIS) stake by 4% in Q2 2026, selling an estimated $67.9K and leaving 16,048 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #305.

Kingswood Wealth Advisors first reported a position in DIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.99M in Q3 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Kingswood Wealth Advisors held 16,048 shares of Walt Disney worth $1.54M as of Q2 2026.
  • Kingswood Wealth Advisors sold 666 Walt Disney shares in Q2 2026, an estimated $67.9K.
  • Walt Disney made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • Kingswood Wealth Advisors first reported a position in Walt Disney in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Walt Disney position peaked at $1.99M in Q3 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.