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Medallion Wealth Advisors’s Walt Disney DIS Stock Holding History

Medallion Wealth Advisors’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 		$68.5K Sell
711
-211
-23% -$21.5K 0.02% 409
2026
Q1 		$89K Sell
922
-20
-2% -$2.11K 0.03% 378
2025
Q4 		$107K Sell
942
-241
-20% -$26.5K 0.04% 346
2025
Q3 		$135K Buy
1,183
+1
+0.1% +$118 0.05% 295
2025
Q2 		$146K Sell
1,182
-231
-16% -$24K 0.06% 281
2025
Q1 		$139K Sell
1,413
-574
-29% -$61.7K 0.06% 256
2024
Q4 		$214K Buy
+1,987
New +$209K 0.11% 183

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

Medallion Wealth Advisors's DIS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Walt Disney (DIS) stake by 23% in Q2 2026, selling an estimated $21.5K and leaving 711 shares worth $68.5K. The position accounts for 0.02% of the portfolio, ranked #409.

Medallion Wealth Advisors first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $214K in Q4 2024. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Medallion Wealth Advisors held 711 shares of Walt Disney worth $68.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 211 Walt Disney shares in Q2 2026, an estimated $21.5K.
  • Walt Disney made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #409 holding.
  • Medallion Wealth Advisors first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Walt Disney position peaked at $214K in Q4 2024.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.