MW
DIS icon

Marble Wealth’s Walt Disney DIS Stock Holding History

Marble Wealth’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 		$336K Sell
3,496
-103
-3% -$10.5K 0.05% 177
2026
Q1 		$347K Sell
3,599
-3,064
-46% -$324K 0.06% 166
2025
Q4 		$758K Buy
+6,663
New +$734K 0.11% 134

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

Marble Wealth's DIS Position: Q2 2026 in Review

Marble Wealth reduced its Walt Disney (DIS) stake by 2.9% in Q2 2026, selling an estimated $10.5K and leaving 3,496 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #177.

Marble Wealth first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $758K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Marble Wealth held 3,496 shares of Walt Disney worth $336K as of Q2 2026.
  • Marble Wealth sold 103 Walt Disney shares in Q2 2026, an estimated $10.5K.
  • Walt Disney made up 0.05% of Marble Wealth's portfolio in Q2 2026, its #177 holding.
  • Marble Wealth first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Walt Disney position peaked at $758K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.