MWM
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Mission Wealth Management’s Walt Disney DIS Stock Holding History

Mission 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
2024
Q4 		– Hold
0
– -$48.1K – 679
2024
Q3 		– Hold
0
– – – 671
2023
Q1 		– Hold
0
– -$8.69K – 546
2022
Q4 		– Hold
0
– – – 520
2022
Q3 		– Hold
0
– – – 506
2022
Q2 		– Hold
0
– – – 511

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

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

Mission Wealth Management increased its Walt Disney (DIS) stake by 34% in Q2 2026, buying an estimated $843K and bringing the position to 32,931 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #237.

Mission Wealth Management first reported a position in DIS in Q2 2015 and has held it in 45 quarters since. The position peaked at $6.66M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mission Wealth Management held 32,931 shares of Walt Disney worth $3.17M as of Q2 2026.
  • Mission Wealth Management bought 8,273 Walt Disney shares in Q2 2026, an estimated $843K.
  • Walt Disney made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Mission Wealth Management first reported a position in Walt Disney in Q2 2015 and has held it in 45 quarters since.
  • Mission Wealth Management's Walt Disney position peaked at $6.66M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.