Mindset Wealth Management’s Walt Disney DIS Stock Holding History

Mindset Wealth 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	$301K	Buy	3,131 +400	+15%	+$40.8K	0.06%	137
2026 Q1	$263K	Sell	2,731 -158	-5%	-$16.7K	0.07%	135
2025 Q4	$329K	Sell	2,889 -193	-6%	-$21.3K	0.09%	118
2025 Q3	$353K	Sell	3,082 -200	-6%	-$23.6K	0.1%	108
2025 Q2	$407K	Sell	3,282 -187	-5%	-$19.4K	0.13%	86
2025 Q1	$342K	Buy	3,469 +113	+3%	+$12.1K	0.13%	87
2024 Q4	$374K	Sell	3,356 -656	-16%	-$68.9K	0.14%	82
2024 Q3	$386K	Buy	+4,012	New	+$369K	0.16%	76

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

Mindset Wealth Management's DIS Position: Q2 2026 in Review

Mindset Wealth Management increased its Walt Disney (DIS) stake by 15% in Q2 2026, buying an estimated $40.8K and bringing the position to 3,131 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #137.

Mindset Wealth Management first reported a position in DIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $407K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Mindset Wealth Management held 3,131 shares of Walt Disney worth $301K as of Q2 2026.
Mindset Wealth Management bought 400 Walt Disney shares in Q2 2026, an estimated $40.8K.
Walt Disney made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #137 holding.
Mindset Wealth Management first reported a position in Walt Disney in Q3 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Walt Disney position peaked at $407K in Q2 2025.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.