McCarter Private Wealth Services’s Walt Disney DIS Stock Holding History

McCarter Private Wealth Services’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	–	Sell	-2,510	Closed	-$242K	–	188
2026 Q1	$242K	Sell	2,510 -2,845	-53%	-$301K	0.11%	152
2025 Q4	$609K	Buy	5,355 +1,615	+43%	+$178K	0.27%	76
2025 Q3	$428K	Buy	3,740 +66	+2%	+$7.77K	0.22%	90
2025 Q2	$456K	Buy	3,674 +922	+34%	+$95.8K	0.26%	71
2025 Q1	$272K	Sell	2,752 -7	-0.3%	-$752	0.18%	88
2024 Q4	$307K	Buy	2,759 +9	+0.3%	+$945	0.19%	80
2024 Q3	$265K	Buy	+2,750	New	+$253K	0.17%	85

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

McCarter Private Wealth Services's DIS Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,510 shares — an estimated $242K sold.

McCarter Private Wealth Services first reported a position in DIS in Q3 2024 and held it in 7 quarters. The position peaked at $609K in Q4 2025. 2,934 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

McCarter Private Wealth Services reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 2,510 Walt Disney shares in Q2 2026, an estimated $242K.
McCarter Private Wealth Services first reported a position in Walt Disney in Q3 2024 and held it in 7 quarters.
McCarter Private Wealth Services's Walt Disney position peaked at $609K in Q4 2025.
2,934 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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