LWA
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Legacy Wealth Advisors’s Walt Disney DIS Stock Holding History

Legacy 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 		$475K Buy
+4,930
New +$503K 0.21% 63
2026
Q1 		– Sell
-2,518
Closed -$286K – 111
2025
Q4 		$286K Buy
+2,518
New +$277K 0.19% 56

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 Wealth Advisors's DIS Position: Q2 2026 in Review

Legacy Wealth Advisors opened a new position in Walt Disney (DIS) in Q2 2026: 4,930 shares worth $475K. The stake represents 0.21% of the portfolio and ranks #63 among its holdings. This is a return to the name: Legacy Wealth Advisors previously reported a position in DIS as recently as Q4 2025.

Legacy Wealth Advisors first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Wealth Advisors held 4,930 shares of Walt Disney worth $475K as of Q2 2026.
  • Walt Disney was a new Legacy Wealth Advisors position in Q2 2026.
  • Walt Disney made up 0.21% of Legacy Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Legacy Wealth Advisors first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.