MWA
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Midland Wealth Advisors’s Walt Disney DIS Stock Holding History

Midland 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 		$608K Sell
6,322
-173
-3% -$17.6K 0.03% 101
2026
Q1 		$626K Sell
6,495
-255
-4% -$27K 0.03% 94
2025
Q4 		$768K Sell
6,750
-1,949
-22% -$215K 0.04% 82
2025
Q3 		$996K Sell
8,699
-1,117
-11% -$132K 0.05% 77
2025
Q2 		$1.22M Sell
9,816
-495
-5% -$51.4K 0.07% 68
2025
Q1 		$1.02M Sell
10,311
-503
-5% -$54.1K 0.06% 78
2024
Q4 		$1.2M Sell
10,814
-774
-7% -$81.3K 0.07% 75
2024
Q3 		$1.11M Sell
11,588
-1,070
-8% -$98.4K 0.07% 81
2024
Q2 		$1.26M Sell
12,658
-1,631
-11% -$176K 0.07% 73
2024
Q1 		$1.75M Buy
14,289
+2,365
+20% +$247K 0.11% 55
2023
Q4 		$1.08M Buy
+11,924
New +$1.05M 0.07% 81

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

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

Midland Wealth Advisors reduced its Walt Disney (DIS) stake by 2.7% in Q2 2026, selling an estimated $17.6K and leaving 6,322 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #101.

Midland Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Midland Wealth Advisors held 6,322 shares of Walt Disney worth $608K as of Q2 2026.
  • Midland Wealth Advisors sold 173 Walt Disney shares in Q2 2026, an estimated $17.6K.
  • Walt Disney made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Midland Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Walt Disney position peaked at $1.75M in Q1 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.