LI
DIS icon

LifeWealth Investments’s Walt Disney DIS Stock Holding History

LifeWealth Investments’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 		$413K Sell
4,293
-514
-11% -$52.4K 0.11% 93
2026
Q1 		$463K Sell
4,807
-31
-0.6% -$3.28K 0.14% 85
2025
Q4 		$550K Sell
4,838
-1,020
-17% -$112K 0.17% 83
2025
Q3 		$671K Sell
5,858
-758
-11% -$89.3K 0.22% 75
2025
Q2 		$820K Buy
6,616
+666
+11% +$69.2K 0.3% 64
2025
Q1 		$587K Buy
5,950
+3,362
+130% +$361K 0.28% 71
2024
Q4 		$288K Buy
+2,588
New +$272K 0.19% 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

LifeWealth Investments's DIS Position: Q2 2026 in Review

LifeWealth Investments reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $52.4K and leaving 4,293 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #93.

LifeWealth Investments first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $820K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LifeWealth Investments held 4,293 shares of Walt Disney worth $413K as of Q2 2026.
  • LifeWealth Investments sold 514 Walt Disney shares in Q2 2026, an estimated $52.4K.
  • Walt Disney made up 0.11% of LifeWealth Investments's portfolio in Q2 2026, its #93 holding.
  • LifeWealth Investments first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's Walt Disney position peaked at $820K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.