LEA
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Legacy Edge Advisors’s Walt Disney DIS Stock Holding History

Legacy Edge 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 		$272K Sell
2,822
-162
-5% -$16.5K 0.03% 197
2026
Q1 		$288K Sell
2,984
-2
-0.1% -$211 0.03% 185
2025
Q4 		$340K Sell
2,986
-26
-0.9% -$2.86K 0.04% 168
2025
Q3 		$345K Buy
3,012
+93
+3% +$11K 0.04% 160
2025
Q2 		$362K Sell
2,919
-145
-5% -$15.1K 0.05% 146
2025
Q1 		$302K Buy
3,064
+26
+0.9% +$2.79K 0.05% 147
2024
Q4 		$337K Sell
3,038
-527
-15% -$55.4K 0.05% 137
2024
Q3 		$343K Sell
3,565
-288
-7% -$26.5K 0.05% 135
2024
Q2 		$383K Buy
3,853
+804
+26% +$86.5K 0.07% 120
2024
Q1 		$373K Sell
3,049
-461
-13% -$48.2K 0.08% 114
2023
Q4 		$317K Buy
+3,510
New +$309K 0.07% 121

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 $3.38T AUM 44.17% 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

Legacy Edge Advisors's DIS Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Walt Disney (DIS) stake by 5.4% in Q2 2026, selling an estimated $16.5K and leaving 2,822 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #197.

Legacy Edge Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $383K in Q2 2024. 2,946 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Edge Advisors held 2,822 shares of Walt Disney worth $272K as of Q2 2026.
  • Legacy Edge Advisors sold 162 Walt Disney shares in Q2 2026, an estimated $16.5K.
  • Walt Disney made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #197 holding.
  • Legacy Edge Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Walt Disney position peaked at $383K in Q2 2024.
  • 2,946 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.