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Legacy Wealth Management (Idaho)’s Walt Disney DIS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,419
Closed -$137K – 383
2026
Q1 		$137K Buy
1,419
+195
+16% +$20.6K 0.07% 149
2025
Q4 		$139K Buy
1,224
+811
+196% +$89.3K 0.07% 125
2025
Q3 		$47.3K Sell
413
-15
-4% -$1.77K 0.02% 177
2025
Q2 		$53.1K Sell
428
-20
-4% -$2.08K 0.03% 152
2025
Q1 		$44.2K Hold
448
– – 0.03% 151
2024
Q4 		$49.7K Sell
448
-175
-28% -$18.4K 0.03% 121
2024
Q3 		$64K Buy
+623
New +$57.3K 0.04% 106

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 Management (Idaho)'s DIS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 1,419 shares — an estimated $137K sold.

Legacy Wealth Management (Idaho) first reported a position in DIS in Q3 2024 and held it in 7 quarters. The position peaked at $139K in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,419 Walt Disney shares in Q2 2026, an estimated $137K.
  • Legacy Wealth Management (Idaho) first reported a position in Walt Disney in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Walt Disney position peaked at $139K in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.