MGWM
DIS icon

Marks Group Wealth Management’s Walt Disney DIS Stock Holding History

Marks Group Wealth Management’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 		$786K Sell
8,169
-17
-0.2% -$1.73K 0.07% 223
2026
Q1 		$789K Buy
8,186
+2,500
+44% +$264K 0.08% 209
2025
Q4 		$647K Sell
5,686
-174
-3% -$19.2K 0.06% 222
2025
Q3 		$671K Hold
5,860
– – 0.06% 200
2025
Q2 		$727K Sell
5,860
-146
-2% -$15.2K 0.07% 199
2025
Q1 		$593K Sell
6,006
-130
-2% -$14K 0.06% 222
2024
Q4 		$683K Buy
6,136
+2
+0% +$210 0.07% 196
2024
Q3 		$590K Sell
6,134
-26
-0.4% -$2.39K 0.06% 208
2024
Q2 		$612K Sell
6,160
-150
-2% -$16.1K 0.06% 206
2024
Q1 		$772K Buy
6,310
+296
+5% +$30.9K 0.08% 187
2023
Q4 		$543K Buy
6,014
+1,000
+20% +$88.2K 0.06% 212
2023
Q3 		$406K Buy
5,014
+755
+18% +$64.5K 0.05% 224
2023
Q2 		$380K Hold
4,259
– – 0.05% 230
2023
Q1 		$426K Buy
4,259
+810
+23% +$81.7K 0.05% 218
2022
Q4 		$300K Buy
3,449
+94
+3% +$8.99K 0.04% 245
2022
Q3 		$316K Sell
3,355
-248
-7% -$26.5K 0.05% 234
2022
Q2 		$340K Buy
3,603
+84
+2% +$9.32K 0.05% 236
2022
Q1 		$483K Buy
3,519
+1,202
+52% +$174K 0.06% 236
2021
Q4 		$360K Buy
2,317
+314
+16% +$50.7K 0.04% 259
2021
Q3 		$339K Buy
+2,003
New +$357K 0.05% 236
2020
Q3 		– Sell
-1,813
Closed -$203K – 247
2020
Q2 		$203K Sell
1,813
-292
-14% -$32.2K 0.04% 224
2020
Q1 		$204K Buy
2,105
+637
+43% +$80.5K 0.05% 206
2019
Q4 		$212K Buy
+1,468
New +$205K 0.04% 224

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

Marks Group Wealth Management's DIS Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Walt Disney (DIS) stake by 0.21% in Q2 2026, selling an estimated $1.73K and leaving 8,169 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #223.

Marks Group Wealth Management first reported a position in DIS in Q4 2019 and has held it in 23 quarters since. The position peaked at $789K in Q1 2026. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Marks Group Wealth Management held 8,169 shares of Walt Disney worth $786K as of Q2 2026.
  • Marks Group Wealth Management sold 17 Walt Disney shares in Q2 2026, an estimated $1.73K.
  • Walt Disney made up 0.07% of Marks Group Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Marks Group Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 23 quarters since.
  • Marks Group Wealth Management's Walt Disney position peaked at $789K in Q1 2026.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.