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Measured Wealth Private Client Group’s Walt Disney DIS Stock Holding History

Measured Wealth Private Client Group’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 		$18.4K Sell
191
-1
-0.5% -$102 ﹤0.01% 501
2026
Q1 		$18.5K Hold
192
– – 0.01% 492
2025
Q4 		$21.8K Buy
192
+1
+0.5% +$110 0.01% 464
2025
Q3 		$21.9K Buy
+191
New +$22.5K 0.01% 458
2022
Q1 		– Sell
-1,725
Closed -$267K – 182
2021
Q4 		$267K Hold
1,725
– – 0.09% 132
2021
Q3 		$292K Buy
1,725
+307
+22% +$54.7K 0.11% 123
2021
Q2 		$249K Hold
1,418
– – 0.08% 154
2021
Q1 		$262K Hold
1,418
– – 0.09% 130
2020
Q4 		$257K Sell
1,418
-545
-28% -$78.2K 0.11% 112
2020
Q3 		$244K Sell
1,963
-476
-20% -$59.5K 0.12% 106
2020
Q2 		$272K Buy
2,439
+251
+11% +$27.7K 0.16% 79
2020
Q1 		$211K Sell
2,188
-370
-14% -$46.8K 0.16% 80
2019
Q4 		$370K Sell
2,558
-1,145
-31% -$160K 0.25% 62
2019
Q3 		$483K Sell
3,703
-3,576
-49% -$494K 0.31% 54
2019
Q2 		$1.02M Sell
7,279
-73
-1% -$9.68K 0.59% 33
2019
Q1 		$816K Buy
7,352
+4,724
+180% +$528K 0.5% 38
2018
Q4 		$288K Sell
2,628
-1,040
-28% -$118K 0.26% 62
2018
Q3 		$429K Buy
3,668
+132
+4% +$14.7K 0.26% 65
2018
Q2 		$370K Buy
+3,536
New +$362K 0.3% 69

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's DIS Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Walt Disney (DIS) stake by 0.52% in Q2 2026, selling an estimated $102 and leaving 191 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Measured Wealth Private Client Group first reported a position in DIS in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.02M in Q2 2019. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Measured Wealth Private Client Group held 191 shares of Walt Disney worth $18.4K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1 Walt Disney share in Q2 2026, an estimated $102.
  • Walt Disney made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #501 holding.
  • Measured Wealth Private Client Group first reported a position in Walt Disney in Q2 2018 and has held it in 19 quarters since.
  • Measured Wealth Private Client Group's Walt Disney position peaked at $1.02M in Q2 2019.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.