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Legacy Financial Independent Advisors’s Walt Disney DIS Stock Holding History

Legacy Financial Independent 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 		$1.12M Buy
11,596
+359
+3% +$36.6K 0.53% 48
2026
Q1 		$1.08M Buy
+11,237
New +$1.19M 0.56% 46

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

Legacy Financial Independent Advisors's DIS Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Walt Disney (DIS) stake by 3.2% in Q2 2026, buying an estimated $36.6K and bringing the position to 11,596 shares worth $1.12M. The position accounts for 0.53% of the portfolio, ranked #48.

Legacy Financial Independent Advisors first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,920 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Financial Independent Advisors held 11,596 shares of Walt Disney worth $1.12M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 359 Walt Disney shares in Q2 2026, an estimated $36.6K.
  • Walt Disney made up 0.53% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #48 holding.
  • Legacy Financial Independent Advisors first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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