MASECO Private Wealth’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.2K Sell
148
-8
-5% -$816 ﹤0.01% 234
2026
Q1
$15K Buy
156
+57
+58% +$6.02K ﹤0.01% 217
2025
Q4
$11.3K Buy
+99
New +$10.9K ﹤0.01% 328
2025
Q3
– Sell
-36
Closed -$4.46K – 337
2025
Q2
$4.46K Buy
+36
New +$3.74K ﹤0.01% 404

Other funds holding DIS

MASECO Private Wealth's DIS Position: Q2 2026 in Review

MASECO Private Wealth reduced its Walt Disney (DIS) stake by 5.1% in Q2 2026, selling an estimated $816 and leaving 148 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

MASECO Private Wealth first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $15K in Q1 2026. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • MASECO Private Wealth held 148 shares of Walt Disney worth $14.2K as of Q2 2026.
  • MASECO Private Wealth sold 8 Walt Disney shares in Q2 2026, an estimated $816.
  • Walt Disney made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #234 holding.
  • MASECO Private Wealth first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Walt Disney position peaked at $15K in Q1 2026.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.