MAM
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Milestone Asset Management’s Walt Disney DIS Stock Holding History

Milestone Asset Management’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 		$3.05M Buy
31,694
+9,023
+40% +$920K 0.48% 64
2026
Q1 		$2.19M Buy
22,671
+4,751
+27% +$502K 0.4% 73
2025
Q4 		$2.04M Sell
17,920
-5,272
-23% -$581K 0.38% 56
2025
Q3 		$2.66M Buy
23,192
+8,039
+53% +$947K 0.5% 40
2025
Q2 		$1.88M Sell
15,153
-15,830
-51% -$1.64M 0.4% 50
2025
Q1 		$3.06M Sell
30,983
-64,801
-68% -$6.96M 0.65% 35
2024
Q4 		$10.7M Buy
95,784
+28,707
+43% +$3.02M 2.35% 7
2024
Q3 		$6.45M Buy
67,077
+59,476
+782% +$5.47M 1.45% 14
2024
Q2 		$755K Buy
7,601
+283
+4% +$30.5K 0.19% 102
2024
Q1 		$895K Buy
7,318
+931
+15% +$97.2K 0.26% 79
2023
Q4 		$577K Buy
6,387
+233
+4% +$20.5K 0.19% 33
2023
Q3 		$503K Sell
6,154
-1
-0% -$85 0.18% 33
2023
Q2 		$550K Sell
6,155
-146
-2% -$13.8K 0.24% 26
2023
Q1 		$631K Buy
6,301
+24
+0.4% +$2.42K 0.36% 33
2022
Q4 		$663K Buy
+6,277
New +$600K 0.39% 27

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

Milestone Asset Management's DIS Position: Q2 2026 in Review

Milestone Asset Management increased its Walt Disney (DIS) stake by 40% in Q2 2026, buying an estimated $920K and bringing the position to 31,694 shares worth $3.05M. The position accounts for 0.48% of the portfolio, ranked #64.

Milestone Asset Management first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.7M in Q4 2024. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Milestone Asset Management held 31,694 shares of Walt Disney worth $3.05M as of Q2 2026.
  • Milestone Asset Management bought 9,023 Walt Disney shares in Q2 2026, an estimated $920K.
  • Walt Disney made up 0.48% of Milestone Asset Management's portfolio in Q2 2026, its #64 holding.
  • Milestone Asset Management first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's Walt Disney position peaked at $10.7M in Q4 2024.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.