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Lifeworks Advisors’s Walt Disney DIS Stock Holding History

Lifeworks 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 		$607K Sell
6,311
-20
-0.3% -$2.04K 0.06% 185
2026
Q1 		$610K Buy
6,331
+22
+0.3% +$2.33K 0.08% 171
2025
Q4 		$718K Sell
6,309
-372
-6% -$41K 0.09% 171
2025
Q3 		$765K Buy
6,681
+129
+2% +$15.2K 0.1% 162
2025
Q2 		$813K Buy
6,552
+386
+6% +$40.1K 0.12% 148
2025
Q1 		$609K Buy
6,166
+522
+9% +$56.1K 0.1% 166
2024
Q4 		$628K Sell
5,644
-254
-4% -$26.7K 0.11% 148
2024
Q3 		$567K Buy
5,898
+471
+9% +$43.3K 0.11% 148
2024
Q2 		$539K Sell
5,427
-538
-9% -$57.9K 0.15% 123
2024
Q1 		$730K Buy
5,965
+512
+9% +$53.5K 0.2% 107
2023
Q4 		$492K Sell
5,453
-713
-12% -$62.9K 0.17% 118
2023
Q3 		$500K Sell
6,166
-33
-0.5% -$2.82K 0.19% 123
2023
Q2 		$553K Buy
6,199
+13
+0.2% +$1.23K 0.24% 101
2023
Q1 		$619K Buy
6,186
+430
+7% +$43.4K 0.29% 95
2022
Q4 		$500K Sell
5,756
-1,350
-19% -$129K 0.28% 82
2022
Q3 		$757K Buy
7,106
+83
+1% +$8.88K 0.43% 81
2022
Q2 		$663K Buy
7,023
+1,372
+24% +$152K 0.42% 79
2022
Q1 		$775K Sell
5,651
-3,133
-36% -$453K 0.51% 70
2021
Q4 		$1.36M Buy
+8,784
New +$1.42M 1.08% 29

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

Lifeworks Advisors's DIS Position: Q2 2026 in Review

Lifeworks Advisors reduced its Walt Disney (DIS) stake by 0.32% in Q2 2026, selling an estimated $2.04K and leaving 6,311 shares worth $607K. The position accounts for 0.06% of the portfolio, ranked #185.

Lifeworks Advisors first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lifeworks Advisors held 6,311 shares of Walt Disney worth $607K as of Q2 2026.
  • Lifeworks Advisors sold 20 Walt Disney shares in Q2 2026, an estimated $2.04K.
  • Walt Disney made up 0.06% of Lifeworks Advisors's portfolio in Q2 2026, its #185 holding.
  • Lifeworks Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Walt Disney position peaked at $1.36M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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